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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 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

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 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).

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 Factsheets 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 The Flagship Plus client brochure is currently being updated and will follow shortly. 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.

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 .

Exclusive Fund Focus Cornelian Defensive Fund January 2026 Think Differently This Month’s Fund in Focus – Cornelian Defensive Fund We have selected the Cornelian Defensive Fund as this month’s Fund in Focus due to its clear emphasis on downside protection and disciplined risk management at a time when market conditions remain uncertain. The fund operates with a defined cap on risk, ensuring portfolio exposure does not exceed its defensive mandate, while crucially maintaining no minimum risk requirement. This allows the managers to reduce risk meaningfully when conditions warrant, rather than being constrained to stay invested during periods of heightened market stress. Combined with a flexible, diversified multi-asset approach, this structure makes the fund particularly well positioned to navigate volatile environments while focusing on preserving capital and delivering real returns over the long term. In our view, these characteristics make the Cornelian Defensive Fund a timely and relevant example of a genuinely defensive strategy, and a strong candidate for this month’s Fund in Focus.

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.

Connect with QuantQual for expert investment insights, research services, and tailored portfolio guidance. Contact us today for personalized support and inquiries. Contact Us Reach Out and Discover the Difference. QuantQual Ltd. Jareth House 10 New Merrifield Wimborne Dorset BH21 7AL enquiries@quantqual.co.uk 07922 573 933 First Name Last Name Email Message Send Thanks for submitting!

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. Blogs Our blog features a range of topics from investment research and market analysis to financial planning best practices. Stay up-to-date with the latest trends and actionable advice that can support your role as a financial adviser. 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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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