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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 (July 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.

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 latest articles with expert insights on market trends, investment strategies, and financial planning tips tailored for financial advisers. QuantQual Stay Ahead with Independent Research Insights Articles and Papers

Terms and Conditions Terms and Conditions These Terms and Conditions ("Terms") govern your use of the QuantQual website and services ("Service"). By registering for or using our Service, you agree to these Terms. QuantQual Limited ("QuantQual," "we," or "our") reserves the right to update these Terms at any time, with changes effective immediately upon posting on our website. Continued use of our Service after posting modifications signifies your acceptance of the modified Terms. QuantQual Limited is incorporated in England and Wales (Company Number: 14226288). Our website is www.quantqual.co.uk . For inquiries, please email us at support@quantqual.co.uk . Our Service The term "Service" refers to: Investment research and analytics, including fund ratings and portfolio reviews. Bespoke tools for financial advisers, such as market sentiment analysis and portfolio evaluations. Additional services are outlined in our website's "Services" section. Who is Our Service For? Our Service is exclusively for UK-based investment professionals authorised and regulated by the Financial Conduct Authority (FCA). It is not intended for private individuals or retail investors. By accepting these Terms, you confirm that: You are a UK-based investment professional authorised and regulated by the FCA. You have authority from your employer to use our Service and agree to these Terms on your employer’s behalf. Registering for Our Service To access our Service, you must register by providing accurate information, including but not limited to your name, email address, and company FCA Reference Number. Please see our Privacy Policy for details on how we handle your information. Upon registration, you will receive an email to validate your email address and activate your account. You are responsible for safeguarding your login credentials and notifying us immediately if you suspect unauthorised use. If your circumstances or registration details change, please update us at support@quantqual.co.uk . We are not responsible for service disruptions or inaccuracies resulting from outdated or incorrect information. Use of Our Service The following restrictions apply to your use of the Service: Fund Managers and Financial Advisers You may download, print, and share reports or results from QuantQual's tools with your clients, provided these materials are unaltered and include all disclaimers and trademarks. You may not share reports unrelated to your role or manage funds for unauthorised third parties. General Use Our reports and tools are unsuitable for retail clients and must not be used for personal investment advice. Materials from our Service must not be reproduced, summarised, or disseminated without our written consent. Intellectual Property All website elements, including text, graphics, software, and other content, are owned by QuantQual Limited and protected by copyright and other intellectual property laws. Use of our Service does not grant any ownership rights. You may not collect or incorporate materials from our website into your databases or products without prior written consent. Limitation of Liability While we aim to provide accurate and timely information, we do not guarantee the accuracy or completeness of the Service. QuantQual is not liable for: Errors, omissions, or reliance on our materials. Losses resulting from interruptions, inaccuracies, or viruses on our website. Complaints If you have a complaint, please get in touch with us at support@quantqual.co.uk . We are committed to resolving issues promptly and professionally. Third-Party Links Our website may include links to third-party websites for convenience. These links do not imply endorsement, and we are not responsible for the content or practices of third-party sites. Governing Law These Terms are governed by English law. Any disputes arising from your use of our Service will be subject to the non-exclusive jurisdiction of the English courts. If you require further details or clarification, please get in touch with QuantQual at support@quantqual.co.uk .

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

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

QuantQual offers independent investment research for independent financial advisers. Saving time, costs, reducing risk, and improving client outcomes. Welcome to QuantQual – Your Trusted Partner in Investment Research and Consultancy Explore More QuantQual specialises in providing independent financial advisers (IFAs) with expert investment research, tailored fund recommendations, and thorough due diligence reports. We aim to empower financial planning practices by enhancing investment capabilities and streamlining client reporting. Why choose QuantQual Tailored Investment Solutions: We work closely with IFAs to create customised Centralised Investment Propositions (CIPs) and Centralised Retirement Propositions (CRPs). Our solutions align with your existing processes, allowing seamless integration and enhanced efficiency. Comprehensive Research Expertise: Our team, led by seasoned professionals with extensive financial services experience, offers quantitative and qualitative research. We analyse market trends, evaluate fund performance, and provide insights that support informed decision-making. Client-Centric Communication: We believe that effective communication is critical to success. Our reports are designed from the end client’s perspective, ensuring clarity and accessibility. We deliver actionable insights through concise updates, reviews, and mailings. Dedicated Support: Our collaborative approach means we are here to support you every step of the way. Whether you need assistance with fund due diligence or want to enhance your investment research capabilities, we’re committed to delivering results that drive your business forward. Meet Our Team Our team of experts brings a wealth of knowledge and practical experience in financial planning and investment research. With our Lead Analyst and dedicated researchers, we provide the expertise needed to navigate today’s complex financial landscape. Get Started Today Discover how QuantQual can enhance your financial planning practice with our bespoke investment research solutions. Contact us today to learn more about our services and how we can support your growth.

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

Learn about QuantQual’s commitment to transparent, research-driven investment insights for financial advisers. Meet our team and explore our mission. QuantQual is a specialist portfolio research and consultancy firm dedicated to supporting independent financial advisers (IFAs) with outsourced investment research, fund recommendations, and comprehensive due diligence reports. Our mission is to streamline your investment research, strengthen client reporting, and help mitigate risk by enhancing your research capabilities. Tailored Solutions for IFAs At QuantQual, we work closely with your team, seamlessly integrating with your current processes to construct or align our solutions with your Centralised Investment Propositions (CIP), Centralised Retirement Propositions (CRP), and client segmentation strategies. This approach ensures you save time while delivering clear, actionable insights to your clients. Clear, Client-Centric Communication We understand the critical role of clear communication for financial advisers and their clients. With extensive experience working in and with financial advisory teams, our experts craft each document, focusing on clarity and readability. Our reports are designed from the end client’s perspective, with accessible summaries and straightforward language in updates, reviews and mailings. About Us Delivering Clarity Through Independent Analysis Meet key members of the Team Gillian Lamb Director and Head of Business Gillian launched QuantQual in 2022 to offer outsourced investment research to the adviser market that is fully independent. Gillian manages the QuantQual company strategy and all operations, covering a wide range of duties to ensure we meet our key business goals. Responsible for financial, staffing and wider operational decisions, Gillian oversees the company’s processes and policies. Working across departments with all staff, Gillian allocates resources to QuantQual’s projects and clients. Her research and development experience (over 25 years both within and beyond financial services) extends to cover our due diligence reporting with fund groups, supporting the Investment Director and Client Services team. Matthew Dewsnap IMC, Cert.PFS Investment Director Matthew joined QuantQual in 2022 as a Partner and Lead Analyst, where he leads the development of our quantitative screening models and oversees the final stage of our qualitative assessments. He brings valuable, hands-on experience in financial planning, having previously managed the Centralised Investment Proposition (CIP) and portfolios for a regional IFA with £250 million in assets under management. This background gives him a deep understanding of the practical needs and challenges faced by financial advisers, ensuring that QuantQual’s insights remain relevant, implementable, and aligned with real-world advisory work. Jon Baker Director & Head of IFA Propositions After 20 years working for life companies, Jon spent ten years working at large regional IFA, Jelf Financial Planning. He was part of the management team and responsible for marketing and communications, proposition development, and he chaired the Investment Committee. When the business was taken over by Mercer, Jon took the opportunity to build on his practical experience and become a consultant to the IFA community specialising in investment governance, research, and proposition development. He has worked with IFA businesses and sits on four IFA Investment Committees. Jon joined forces with QuantQual in 2024. Bashar Aboush Investment Analyst Bashar joined QuantQual in August 2025, having previously served as Head of Investments and Head of Dealing in earlier roles. With over 25 years of experience in financial services, he has managed investment portfolios for clients on an advisory and discretionary basis, navigating a wide range of market conditions and regulatory changes over the years. This experience has taught him that focusing on clients’ long-term objectives rather than short-term results is paramount to successful investing. Bashar’s strengths lie in assessing stock market risks and understanding the needs of financial advisers and their clients. He plays a key role in supporting Jon Baker in delivering outstanding service to IFAs, while also working closely with Matthew Dewsnap on fund and portfolio research. Bashar holds a Certificate in Investment Management from the Chartered Institute for Securities & Investment (CISI).

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

Exclusive Fund Focus Orbis Cautious Think Differently This Month’s Fund in Focus At QuantQual, our Fund of the Month is never chosen simply because it has performed well over a recent period. Instead, we look for investments that we believe are particularly well suited to the current investment environment while also demonstrating the qualities we value most: robust portfolio construction, disciplined active management, effective risk control and the ability to deliver attractive long-term outcomes for investors. The Orbis Global Cautious Fixed Fee Fund stands out on each of these measures. It has earned a Platinum rating through our research process and forms part of our own Flagship Portfolio range because of its consistent approach to balancing capital growth with capital preservation. Rather than relying heavily on a single asset class, the managers combine global equities with a significant allocation to high-quality government bonds, creating a diversified portfolio capable of adapting to changing market conditions. We believe this is particularly relevant today. Although inflation has moderated considerably over the past year, uncertainty remains around the pace of interest-rate reductions, government finances and ongoing geopolitical tensions. Markets have also broadened beyond the handful of companies that dominated returns in recent years, creating a more favourable environment for active managers who can identify opportunities across sectors and regions. At the same time, higher bond yields have restored fixed income as an attractive source of both income and diversification, with the potential for capital appreciation should interest rates continue to fall. The Orbis Global Cautious Fund is well positioned to benefit from these conditions. Its flexible asset allocation allows the managers to participate in long-term equity growth while using government bonds and other defensive assets to help reduce volatility during periods of market stress. This balanced approach means investors are not required to predict the next market move or attempt to time economic cycles. Instead, the portfolio is designed to remain resilient across a broad range of market environments. Perhaps most importantly, this fund perfectly reflects the central message of this month's newsletter. While headlines continue to focus on politics, taxation and geopolitical uncertainty, successful investing is rarely about reacting to every news story. It is about owning well-diversified, thoughtfully constructed portfolios that can navigate uncertainty over many years. In our view, the Orbis Global Cautious Fixed Fee Fund exemplifies that philosophy, making it a worthy choice as our Fund of the Month.