MODEL ASSET ALLOCATIONS

SORBUS PARTNERS manages the models on a discretionary basis.

The actual asset allocation at any time and for an extended period of time may differ significantly from this long term asset allocation, reflecting the dynamic investment and market conditions.

The alternatives asset class include assets such as: private equity, VCTs, and infrastructure. Current market conditions, however, have led SORBUS PARTNERS to elect not to invest in this asset class at this time.

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