REGULATORY DOCUMENTS

FUND FACTS

SectorWise

Conservative - SectorWise Portfolios
  • See Fund Facts – Class A HERE
  • See Fund Facts – Class F HERE
  • See Fund Facts – Class P HERE

 

Balanced - SectorWise Portfolios
  • See Fund Facts – Class A HERE
  • See Fund Facts – Class F HERE
  • See Fund Facts – Class P HERE

 

Growth - SectorWise Portfolios
  • See Fund Facts – Class A HERE
  • See Fund Facts – Class F HERE
  • See Fund Facts – Class P HERE

 

GreenWise

GreenWise Portfolios - Conservative
  • See Fund Facts – Class A HERE
  • See Fund Facts – Class F HERE
  • See Fund Facts – Class P HERE

 

GreenWise Portfolios - Balanced
  • See Fund Facts – Class A HERE
  • See Fund Facts – Class F HERE
  • See Fund Facts – Class P HERE

 

GreenWise Portfolios - Growth
  • See Fund Facts – Class A HERE
  • See Fund Facts – Class F HERE
  • See Fund Facts – Class P HERE

 

Global Sectors Fund

Class A
See Fund Facts- Class A HERE
Class F
See Fund Facts – Category F HERE
Class R
See Fund Facts- Category R HERE
Class P
See Fund Facts- Category P HERE

Global Sectors Class

Series A
See Fund Facts – Series A HERE
Series R
See Fund Facts- Series R HERE
Series RT5
See Fund Facts- Series RT5 HERE
Series F
See Fund Facts – Series F HERE
Series FT5
See Fund Facts- Series FT5 HERE
Series T5
See Fund Facts- Series T5 HERE
Series P
See Fund Facts- Series P HERE
Series PT5
See Fund Facts – Series PT5 HERE

REGULATORY DOCUMENTS

Prospectus and Annual Information Form

Prospectus of RGP Investments funds

See the RGP Investments Fund Prospectus document by clickingHERE

See GreenWise Portfolio Prospectus by clickingHERE

Annual Information Form of RGP Investments Funds

See the Annual Notice of RGP Investments Funds by clickingHERE

See GreenWise Portfolios Annual Notice by clickingHERE

Financial statements

Fund name

RGP Global Sectors Fund

Semester

2020-06-30

See the Intermediate Financial Statements – Fund by clicking HERE

Annual

2019-12-31

See the Annual Financial Statement – Global Equity Fund by clicking HERE

RGP Global Sectors Class Funds

2020-06-30

See the Intermediate Financial Statements – Category by clicking HERE

2019-12-31

See the Annual Financial Statements – Global Equity Class by clicking HERE

SectorWise Conservative Portfolio

2020-06-30

See the Intermediate Financial Statements – Fund by clicking HERE

2019-12-31

See the Annual Financial Statement – Global Equity Fund by clicking HERE

SectorWise Balanced Portfolio

2020-06-30

See the Intermediate Financial Statements – Fund by clicking HERE

2019-12-31

See the Annual Financial Statement – Global Equity Fund by clicking HERE

SectorWise Growth Portfolio

2020-06-30

See the Intermediate Financial Statements – Fund by clicking HERE

2019-12-31

See the Annual Financial Statement – Global Equity Fund by clicking HERE

Opening Financial Statements

GreenWise Conservative Portfolio

2020-09-24

See the Opening Financial Statements by clicking HERE

GreenWise Balanced Portfolio

2020-09-24

See the Opening Financial Statements by clicking HERE

GreenWise Growth Portfolio

2020-09-24

See the Opening Financial Statements by clicking HERE

Quarterly Portfolio Disclosure

Fund name

RGP Global Sectors Fund

Quarterly

2020-03-31

See the Quarterly Summary Portfolio – Fund by clicking HERE

RGP Global Sectors Class Funds

2020-03-31

See the Quarterly Summary Portfolio – Category by clicking HERE

SectorWise Conservative Portfolio

2020-03-31

See the Quarterly Summary Portfolio – Conservative document by clicking HE RE

SectorWise Balanced Portfolio

2020-03-31

See the Quarterly Summary Portfolio – Balanced by clicking HERE

SectorWise Growth Portfolio

2020-03-31

See the Quarterly Summary Portfolio – Growth by clicking HERE

Management’s report on fund performance

Fund name

RGP Global Sectors Fund

Semester

2020-06-30

See the Executive Intermediate Report on Fund Performance – Trust by clicking HERE

Annual

2019-12-31

See the Annual Management Report on Fund Performance – Trust by clicking HERE

RGP Global Sectors Class Funds

2020-06-30

See the Executive Intermediate Management Report on Fund Performance – Category by clicking HERE

2019-12-31

See the Annual Management Report on Fund Performance – Global Equity Class by clicking HERE

SectorWise Conservative Portfolio

2020-06-30

See the Executive Intermediate Management Report on Fund Performance – Conservative by clicking HERE

2019-12-31

See the Annual Management Report on Fund Performance – Conservative by clickingHERE

SectorWise Balanced Portfolio

2020-06-30

See the Executive Intermediate Management Report on Fund Performance – Balanced by clicking HERE

2019-12-31

See the Annual Management Report on Fund Performance – Balanced by clicking HERE

SectorWise Growth Portfolio

2020-06-30

See Executive Intermediate Management Report on Fund Performance – Growth by clicking HERE

2019-12-31

See Annual Management Report on Fund Performance – Growth by clicking HERE

Independent Review Committee Report

R.E.G.A.R. IRC Report to Securityholders

See the R.E.G.A.R. IRC Report to Securityholders by clicking HERE

Vote by proxy

Proxy Voting Policy

See the Proxy Voting Policy document by clicking HERE

Proxy Voting Records

See the Proxy Voting Register document by clicking HERE

Contact Us

Phone

1.855.370.1077

Email Address

info@rgpinv.com