REGULATORY DOCUMENTS
FUND FACTS
SectorWise
Conservative - SectorWise Portfolios
Balanced - SectorWise Portfolios
REGULATORY DOCUMENTS
Financial statements
Fund name
RGP Global Sectors Fund
Semester
2019-06-30
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
2019-06-30
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
2019-06-30
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
2019-06-30
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
2019-06-30
See the Intermediate Financial Statements – Fund by clicking HERE
2019-12-31
See the Annual Financial Statement – Global Equity Fund by clicking HERE
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
2019-06-30
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
2019-06-30
See the Executive Intermediate 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
2019-06-30
See the Interim Management Report on Fund Performance – Conservative by clicking HERE
2019-12-31
See the Annual Management Report on Fund Performance – Conservative by clicking HERE
SectorWise Balanced Portfolio
2019-06-30
See the Interim 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
2019-06-30
See the Interim Management Report on Fund Performance – Growth by clicking HERE
2019-12-31
See the 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