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QuantQual: Transparent investment insights for financial advisers. Explore our methodology, flagship portfolios, and quarterly updates for informed decisions. QuantQual A Foundation of Transparency and Integrity QuantQual is built on transparency and integrity. Below, we have included our methodology, flagship portfolio guide, and latest quarterly update. Our Investment Methodology Discover how QuantQual selects and reviews investments. Our research-driven methodology is designed to provide financial advisors with clear, insightful analyses and recommendations tailored to diverse investment goals. Flagship Portfolio Guide Explore the QuantQual Flagship Portfolios. Our portfolios are structured to meet a variety of risk and return objectives, providing advisers with a trusted framework for their client's financial planning. Due Diligence Document for QuantQual Conducting thorough due diligence is crucial when choosing a research partner. Our comprehensive due diligence document provides all the essential information you need to evaluate QuantQual 's services and ensure we're the right fit to support your business goals. Monthly Update (June 2026) Stay informed with our latest quarterly update. Our market insights keep you up-to-date on key economic developments, ensuring you’re informed on current trends and their impact on our portfolio strategies. Exclusive Member Access All our buy and sell notes, along with in-depth analyses, are available in the member section for registered advisers.

Explore QuantQual's tailored services for financial planners. We provide investment research, CIP support, retirement solutions, compliance expertise, marketing strategies, and NED services to help your practice thrive. QuantQual Independent Research for Confident Advice Comprehensive Services Tailored to Financial Planners QuantQual offers a wide range of specialised services to help financial planners achieve exceptional client outcomes while running compliant, efficient, and growth-driven practices. Investment Services Our investment solutions equip you with expert insights and actionable strategies to stay ahead in a competitive market: Exclusive Communications Suite: Professionally crafted blogs , quarterly newsletters, and branded marketing materials. Podcasts: Engaging, independent-thinking podcasts that explore critical investment themes. Investment Research: Actionable buy, sell and hold recommendations. Comprehensive due diligence on funds and managers. Updates and audits to enhance your Centralised Investment Proposition (CIP). Strategic blending guidance to optimise client outcomes. Model Portfolio Services (MPS): Flagship portfolios with monthly factsheets and detailed performance metrics. Transparent reporting for alignment with client goals. Access to discretionary portfolio options with trusted providers such as LGIM and RXI. Access to Industry-Leading Research: A robust library of analysis and insights to inform your advice process. Anti-Greenwashing Expertise: Tailored support in crafting compliant, transparent anti-greenwashing statements. Investment Committee Support: Advisory services for standard agendas, terms of reference, and Management Information (MI) reporting. Retirement Solutions QuantQual supports financial planners in creating robust retirement strategies that meet diverse client needs: Centralised Retirement Propositions (CRPs): Development, review, and monitoring to ensure competitiveness, compliance, and client alignment. Custom Retirement Solutions: Tailored strategies for natural income generation or alternative approaches based on individual circumstances. Regulated Best Practice Stay compliant and ahead of regulatory changes with QuantQual’s support: Consumer Duty Compliance: Monthly reporting and tailored insights to help you meet evolving obligations. Regulatory Updates and Guidance: Real-time updates on key legislative changes, including budget implications. External Compliance Support: Seamless integration with external compliance resources for a complete solution. Marketing Support Position your practice as a market leader with QuantQual’s marketing expertise: Website Development: Bespoke website design and optimisation to strengthen your online presence. Content Creation: High-quality blogs, newsletters, and marketing collateral that build credibility and client trust. Non-Executive Director (NED) Services Leverage QuantQual’s expertise in business management to build or scale your practice: Practice Growth and Management: Comprehensive guidance for building a successful IFA practice or scaling an existing one. Exit Planning: Strategic insights to maximise firm value and ensure a seamless transition during sales or mergers. Reach Out and Discover the Difference

Exclusive Fund Focus Hawksmoor Distribution Think Differently This Month’s Fund in Focus Hawksmoor Distribution This month, we have selected the Hawksmoor Distribution Fund as our Fund in Focus due to its exceptional ability to deliver a reliable and growing income stream while maintaining a disciplined, diversified approach to capital growth. Managed by the highly experienced Hawksmoor team, the fund combines exposure to equities, fixed income and specialist assets within a flexible multi-asset framework, allowing it to adapt to changing market conditions. Its long-standing track record of consistent income distributions, coupled with a strong focus on capital preservation and risk management, has made it a standout option for investors seeking a balanced income solution. Importantly, Hawksmoor Distribution is a core holding within the QuantQual Natural Income Portfolios, where it has played a significant role in helping deliver one of the key objectives of the strategy: growing investor income ahead of inflation. Over the past five years, the Natural Income Portfolios have successfully increased the level of income distributed to investors at a rate that has exceeded inflation, preserving and enhancing clients' spending power during a period marked by considerable economic and market uncertainty. Hawksmoor Distribution has been an excellent contributor to this achievement, providing a combination of dependable income, diversification and strong stewardship that has supported the portfolio's overall income growth objectives. The current investment backdrop further strengthens the case for Hawksmoor Distribution. As inflationary pressures continue to moderate and central banks gradually move towards a more accommodative stance, opportunities are emerging across both bond and equity markets. The fund is well positioned to benefit from this environment through its diversified asset allocation, while its exposure to undervalued regions, income-generating assets and specialist investments provides multiple sources of return. Its contribution to the success of the QuantQual Natural Income Portfolios has also helped establish our flagship income solutions as compelling options for Centralised Retirement Proposition (CRP) inclusion, offering advisers and clients a proven blend of income resilience, diversification and long-term capital growth potential. For these reasons, Hawksmoor Distribution is a worthy choice as this month's Fund in Focus.

Flagship Plus Investment Portfolios Introduction We believe that simplicity often leads to the most effective solutions. At the core of our philosophy is the widely accepted principle that asset allocation is the primary driver of investment success. With this in mind, why rely solely on a single asset allocation call or decision for such a critical factor? There are numerous high-quality Multi-Asset fund managers who consistently deliver strong performance across various time periods. However, no single strategy or style is effective in every market condition. When you combine high-quality fund managers with distinct and contrasting styles, the long-term investment destination may remain the same, but the journey becomes significantly different. Crucially, when one style or mandate underperforms, another often outperforms, creating a smoother overall investor experience. The discretionary advantage Flagship Plus is a truly diversified blend of Multi-Asset funds from carefully selected fund managers. It is a Managed Portfolio Solution with a range of risk-graded Growth and Income portfolios. The portfolios are based on QuantQual’s extensive proprietary research, supported by Blackrock’s investment risk analysis software, and managed within Legal & General’s discretionary powers. This powerful combination of experts delivers: • Portfolios with continued QuantQual research and optimisation • Faster, continuous implementation • Lower adviser time, cost, and compliance burden • Higher quality, frequent reporting and updates • Active oversight by both Legal & General and QuantQual • Better risk control and dynamic response • An upgraded client and adviser experience at no extra cost Monthly Factsheets (May 2026) Growth Portfolio 3 Income Portfolio 3 Growth Portfolio 4 Income Portfolio 4 Growth Portfolio 5 Income Portfolio 5 Growth Portfolio 6 Income Portfolio 6 Growth Portfolio 7 Income Portfolio 7 Reasons Why Letter Resources (June 2026) Growth Portfolio 3 Income Portfolio 3 Growth Portfolio 4 Income Portfolio 4 Growth Portfolio 5 Income Portfolio 5 Growth Portfolio 6 Income Portfolio 6 Growth Portfolio 7 Income Portfolio 7 Buy Note (Quarterly April 2026) Growth Portfolio 3 Income Portfolio 3 Growth Portfolio 4 Income Portfolio 4 Growth Portfolio 5 Income Portfolio 5 Growth Portfolio 6 Income Portfolio 6 Growth Portfolio 7 Income Portfolio 7 We have produced this brochure for financial advisers to explain the features and benefits of Flagship Plus. The portfolios are also available on the independent Mabel Insights comparison tool, which is free for advisers to use. This means you can access up to date information and compare Flagship Plus against other Model Portfolio Services. You need to request access from us, which is usually granted quickly, and you will then be able to select Flagship Plus in the drop-down menu of Legal & General’s Model Portfolio Services. This website is for regulated Financial Advisers only. It is for information and does not constitute individual financial planning or investment advice. The value of investments can fall as well as rise and is not guaranteed. Some content contains links to external websites, such as to provide data sources and further reading, and QuantQual is not responsible for the content of those.

Discover QuantQual's fund ratings, from Gold to Green, guiding investors toward long-term value. Explore Hold and Sell recommendations for a clear, strategic approach to investing. QuantQual Independent Analysis, Trusted Outcomes Fund Ratings QuantQual is committed to providing clear, concise fund ratings that reflect qualitative and quantitative analysis. Our ratings give you a straightforward guide to understanding a fund’s potential to deliver value over time. Hold and Sell Recommendations In addition to our ratings, QuantQual issues hold and sell recommendations for funds that no longer meet our criteria. A hold recommendation suggests that while the fund may not currently add significant value, it could remain a stable option in a portfolio. A sell recommendation indicates that we believe the fund no longer aligns with the standards investors should seek. For in-depth insights on each fund’s rating, our analysts provide comprehensive reports available on request. QuantQual guides you through smart, data-backed investment choices for a resilient portfolio. Gold Rating: Exceptional Value Potential The Gold rating is our top-tier recommendation, reserved for funds demonstrating a well-structured, consistent process supported by robust business resources. Highly capable teams manage these funds, and we have a strong conviction that they will continue to add value over time. Gold-rated funds represent the highest standards and offer solid potential for long-term growth. Silver Rating: Strong Choice, Minor Reservations Funds awarded the Silver rating are also strong options, though they may exhibit minor concerns regarding personnel, process consistency, or business alignment. Despite these reservations, we believe these funds maintain a positive likelihood of delivering value, making them a strong choice for investors who prioritise stability with growth potential. Bronze Rating: Potential with Reservations The Bronze rating signifies a fund with some reservations, typically due to identified improvements needed in areas like team stability, process enhancements, or business backing. Some Bronze-rated funds have moved from Green to Bronze, reflecting initial promise but with the expectation that they can refine their performance. While these funds show potential, investors should be aware of the current limitations and follow developments closely. Green Rating: Early-Stage Potential A Green rating applies to newly launched funds with teams we are confident in, even if the funds haven’t yet achieved their full potential. These teams are committed to meeting our rigorous standards, and we anticipate their growth and development in the coming years. This rating reflects our optimism about the fund’s future performance.

QuantQual IFA Services provides essential day-to-day support for financial planners and IFAs, including tailored reporting, market insights, and partnership-driven solutions that enhance client service. Partner with us to elevate your financial advisory practice. QuantQual IFA Services Tailored Support for Financial Plannings QuantQual IFA Services is a dedicated division within QuantQual designed to provide comprehensive day-to-day support for independent financial advisers (IFAs) and financial planning firms. We aim to work closely with financial planning professionals, building strong partnerships to develop practical and client-centred solutions. Our team understands the unique needs of financial advisers. From in-depth reporting to up-to-date market insights, we offer the resources and expertise to enhance client service and streamline operational efficiency. With QuantQual IFA Services, you gain access to reliable support that complements your advisory practice, allowing you to focus on what matters most—your clients. Let QuantQual be your trusted partner in delivering value, precision, and a seamless experience in financial planning.

Privacy Policy Effective Date: November 2024 QuantQual is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website: quantqualuk.co.uk. Please read this policy carefully to understand our views and practices regarding your data and how we will treat it. 1. Information We Collect We may collect and process the following data about you: Personal Information: Name, email address, phone number, and other contact details provided when filling out forms on our website. Technical Data: IP address, browser type, operating system, and information about your visit (e.g., pages viewed, time spent on the site). Cookies: Information collected through cookies to enhance your browsing experience (see Section 5 for details). 2. How We Use Your Information We use the information we collect for the following purposes: To provide and improve our services, including delivering independent research insights. To respond to inquiries or requests made via our contact forms. To send you relevant updates, newsletters, or marketing communications (where you have consented to receive these). To analyse website performance and improve user experience. 3. Sharing Your Information We do not sell, rent, or trade your personal information. However, we may share your data in the following situations: Service Providers: With trusted third parties that assist us in operating our website or providing services under strict confidentiality agreements. Legal Requirements: If law requires protecting our rights, property, or safety. Business Transfers: In the event of a merger, sale, or acquisition. 4. How We Protect Your Information We take the security of your information seriously and use the following measures to protect it: Encrypted connections (SSL) to safeguard data transmitted through our website. Secure servers and firewalls to prevent unauthorised access. Regular review and update of our security practices. 5. Cookies and Tracking Our website uses cookies to: Analyse traffic and improve website functionality. Recognize your preferences for a personalised experience. You can manage or disable cookies through your browser settings. For more details, please refer to our Cookie Policy. 6. Your Data Rights You have the right to: Request access to the personal data we hold about you. Correct or update your personal information. Request the deletion of your data, subject to legal obligations. Withdraw consent for marketing communications. To exercise these rights, please get in touch with us at [insert email address]. 7. Third-Party Links Our website may contain links to third-party websites. We are not responsible for the privacy practices of these sites. Please review their policies before providing any personal data. 8. Changes to This Privacy Policy We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. 9. Contact Us If you have any questions about this Privacy Policy or how we handle your information, please get in touch with us: Email: enquiries@quantqual.co.uk Address: 10 New Merrifield, Jareth House, Wimborne, England, BH21 7AL Phone: 01202 099 047

Discover QuantQual's podcast series, delivering expert insights on investment research, financial planning, and industry trends. Stay informed and elevate your advisory practice. QuantQual Insights That Inform, Conversations That Inspire

Access QuantQual’s resources for financial advisers, including investment guides, portfolio insights, market updates, and research reports to support informed decisions. QuantQual Trusted Insights. Smarter Decisions Media Resources At QuantQual, we provide a wealth of knowledge to empower financial advisers with actionable insights, in-depth analysis, and current market trends. Our Media Resources include podcasts, blogs, newsletters, and events designed to keep you informed and ahead in the investment landscape. Podcasts Tune into QuantQual’s podcasts for expert discussions, market updates, and in-depth interviews with industry leaders. Our episodes provide relevant insights tailored for financial advisers looking to enhance their advisory capabilities and investment strategies. Newsletters Our quarterly newsletter covers the latest in market news, fund highlights, and performance of our flagship portfolios ensuring you’re always well-informed. Events Join us for QuantQual-hosted events where industry experts and advisers come together to discuss innovations and challenges in the financial services industry. Our events are an opportunity to gain knowledge, build connections, and engage in meaningful discussions that benefit your clients.

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Cookies Cookie Policy Last Updated: November 2024 QuantQual ("we," "our," or "us") uses cookies on our Wix-powered website to improve your browsing experience, analyse traffic, and enhance the functionality of our services. This policy outlines what cookies are, how we use them, and your choices regarding cookies. What Are Cookies? When you visit a website, cookies are small text files stored on your device (computer, tablet, or smartphone). They are widely used to improve user experience by enabling websites to remember your preferences and actions. Types of Cookies We Use Essential Cookies These cookies are necessary for the website to function correctly. They enable core functionality such as security, accessibility, and page navigation. The website cannot operate effectively without these cookies. Analytics and Performance Cookies These cookies help us understand how visitors interact with our website. They collect information anonymously, such as the number of visitors, pages visited, and time spent on the site. Functional Cookies Functional cookies remember your preferences and choices (e.g., language settings), enhancing user experience. Targeting and Advertising Cookies Although our website may not directly serve advertisements, Wix or third-party tools integrated into the site may use targeting cookies to deliver relevant ads to you or analyse ad performance. Cookies Used on Our Website Since QuantQual's website is built on Wix, it may utilise the following types of cookies: Session Cookies: Temporary cookies that expire when you close your browser. Persistent Cookies: Cookies that remain on your device for a specified period or until deleted. First-Party Cookies: Set directly by our website. Third-Party Cookies: Set by third-party services integrated into our website (e.g., Wix Analytics, Google Analytics, or social media platforms). For more details on Wix's use of cookies, refer to Wix's Privacy Policy. Managing Cookies You may be prompted to accept or manage cookies when you first visit our website. You can adjust your cookie preferences at any time by: Changing browser settings: Most web browsers allow you to manage cookies through their settings. You can block or delete cookies, though this may affect the functionality of our website. Updating cookie preferences: If our website includes a cookie consent banner, you can modify your preferences by revisiting the banner. Third-Party Cookies Our website may include embedded content or third-party features like social media platforms or analytics providers. These third parties may set their cookies, and we do not control their use. Please review their respective privacy and cookie policies for more information. Updates to This Policy We may update this Cookie Policy from time to time to reflect changes in technology, laws, or our business operations. The updated version will be posted on this page, and the "Last Updated" date will be revised accordingly. Contact Us If you have any questions about our use of cookies, please get in touch with us at: Email: support@quantqual.co.uk Postal Address: QuantQual, 10 New Merrifield, Jareth House, Wimborne, England, BH21 7AL

Stay ahead in retirement planning with our Centralised Retirement Proposition. Tailored solutions and expert tools to help your firm meet FCA guidelines effectively. QuantQual Simplifying Complexity for Financial Advisers Example Centralised Retirement Propistion Centralised Retirement Proposition The FCA's Thematic Paper on retirement income represents one of the most significant shifts in retirement planning in a generation. Navigating these changes can be challenging for businesses striving to stay ahead in this evolving landscape. Solution Focused At QuantQual we understand the complexities of this new era and have developed a comprehensive Centralised Retirement Proposition (CRP) tailored to meet your firm's unique needs. Our CRP is designed to seamlessly integrate into your business, offering a structured approach to retirement planning that aligns with the latest regulatory expectations. Our Centralised Retirement Proposition includes a range of services and tools to support your firm: Retirement Questionnaires: We provide expertly crafted retirement questionnaires to help assess your client's needs, goals, and risk tolerance, ensuring that their retirement plans are personalised and compliant with FCA guidelines. Cash Flow Modelling: Our guidance on cash flow modelling empowers your firm to project and manage clients' retirement income, helping them achieve a secure financial future. We offer insights into best practices and tools that can be directly implemented within your operations. Comprehensive Solutions: From investment strategies to drawdown options, we offer a variety of solutions to address your clients' diverse needs. Our proposition is designed to be adaptable, allowing your firm to offer tailored advice and services that meet each client's specific requirements. By embedding our Centralised Retirement Proposition into your business, you'll be better equipped to navigate the complexities of retirement planning in a way that enhances client satisfaction and ensures regulatory compliance. Useful links FCA Thematic Paper FCA Cashflow Modelling FCA RIAAT