REGULATORY DOCUMENTS
FUND FACTS
SectorWise
Conservative - SectorWise Portfolios
Balanced - SectorWise Portfolios
GreenWise
GreenWise Portfolios - Conservative
GreenWise Portfolios - Balanced
REGULATORY DOCUMENTS
Financial statements
Fund name
RGP Global Sectors Fund
Semester
2020-06-30
See the Intermediate Financial Statements – Fund by clicking HERE
Annual
2020-12-31

RGP Global Sectors Class Funds
2020-06-30
See the Intermediate Financial Statements – Category by clicking HERE
2020-12-31
See the Annual Financial Statements – RGP Global Sectors Class Funds by clicking HERE
SectorWise Conservative Portfolio
2020-06-30
See the Intermediate Financial Statements – Fund by clicking HERE
2020-12-31
See the Annual Financial Statement – SectorWise Conservative Portfolio by clicking HERE
SectorWise Balanced Portfolio
2020-06-30
See the Intermediate Financial Statements – Fund by clicking HERE
2020-12-31
See the Annual Financial Statement – SectorWise Balanced Portfolio by clicking HERE
SectorWise Growth Portfolio
2020-06-30
See the Intermediate Financial Statements – Fund by clicking HERE
2020-12-31
See the Annual Financial Statement – SectorWise Growth Portfolio by clicking HERE
Financial Statement GreenWise Portfolios
Fund name
GreenWise Conservative Portfolio
Opening
2020-09-24
See the Opening Financial Statements by clicking HERE
Annual
2020-12-31
See the Annual Financial Statement – GreenWise Conservative Portfolio by clicking HERE
GreenWise Balanced Portfolio
2020-09-24
See the Opening Financial Statements by clicking HERE
2020-12-31
See the Annual Financial Statement – GreenWise Balanced Portfolio by clicking HERE
GreenWise Growth Portfolio
2020-09-24
See the Opening Financial Statements by clicking HERE
2020-12-31
See the Annual Financial Statement – GreenWise Growth Portfolio by clicking HERE
Quarterly Portfolio Disclosure
Fund name
RGP Global Sectors Fund
Quarterly
2020-09-30
See the Quarterly Summary Portfolio – Fund by clicking HERE
RGP Global Sectors Class Funds
2020-09-30
See the Quarterly Summary Portfolio – Category by clicking HERE
SectorWise Conservative Portfolio
2020-09-30
See the Quarterly Summary Portfolio – Conservative document by clicking HE RE
SectorWise Balanced Portfolio
2020-09-30
See the Quarterly Summary Portfolio – Balanced by clicking HERE
SectorWise Growth Portfolio
2020-09-30
See the Quarterly Summary Portfolio – Growth by clicking HERE
GreenWise Conservative Portfolio
2020-09-30
See the Quarterly Summary Portfolio – Conservative document by clicking HE RE
GreenWise Balanced Portfolio
2020-09-30
See the Quarterly Summary Portfolio – Balanced 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
2020-12-31
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
2020-12-31
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
2020-12-31
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
2020-12-31
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
2020-12-31
See Annual Management Report on Fund Performance – Growth by clicking HERE
GreenWise Conservative Portfolio
2020-12-31
See the Annual Management Report on Fund Performance – Conservative by clickingHERE
GreenWise Balanced Portfolio
2020-12-31
See the Annual Management Report on Fund Performance – Balanced by clicking HERE
GreenWise Growth Portfolio
2020-12-31
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