alpha manager portfolio fact sheets 10.08.2016

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The Alpha Manager Portfolio Service provides clients with a carefully and systematically selected portfolio of Unit Trusts, Open Ended Investment Companies (OEICs). Our investment process is purely systematic and rule based. We only include active fund managers within our Alpha Manager Portfolios that have been awarded the prestigious FE Alpha Manager Rating. In sectors where no manager currently has been awarded the FE Alpha Manager Rating, we believe this indicates that there is not currently a manager that can constantly outperform. We include low cost index tracking funds in this instance. Once we have narrowed our universe to funds run by Alpha Rated Managers, we refine this universe with the additional filters of FE Crown Fund Ratings and Morningstar Analyst Ratings, to determine our current fund selection. The objective is to provide an equivalent or superior return to our chosen benchmarks with equivalent or lower volatility and drawdown.

Objective

FE Alpha Manager Rating

Portfolio Objective

Trusted by the hundreds of thousands of investors, advisers, asset managers and platforms who use FE data, software and investment advice every day, FE is the UK's leading investment ratings and research agency.

The FE Alpha Manager Ratings robust methodology is comprised of two key components. Risk adjusted alpha/Sortino (with track record length bias) and consistent outperformance of a benchmark overall. The calculation period runs from the 1st January 2000, essentially identifying managers with the strongest long term performance.

FE Crown Rating

FE Crown Ratings allow us to distinguish between funds that are strongly outperforming their benchmark and those that are not. They take into account three key measurements to derive a fund’s performance: alpha, volatility and consistently strong performance.

Launched February 2016

City House Investors Limited is authorised and regulated by the Financial Conduct Authority FS Registration No: 443586.

Morning Star Analyst Rating

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. They offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

The Morningstar Analyst Rating is the summary expression of Morningstar’s forward-looking analysis of a fund. Their Analysts evaluates funds based on five key pillars - Process, Performance, People, Parent, and Price - which its analysts believe lead to funds that are more likely to outperform over the long term on a risk-adjusted basis.

Asset Allocation

We offer nine risk rated Alpha Manager Portfolios with asset allocation constructed in association with Oxford Risk, which isa spin-out company of the University of Oxford. The company was founded in 2002 by three prominent academics: Professor Lord Krebs Kt FRS, Professor Alex Kacelnik FRS, and Dr. Ed Mitchell. Between them, they have published hundreds of scientific research papers in behavioural ecology, behavioural economics, risk psychology and decision-making.

Alpha Manager Portfolio Service

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Alpha Manager Portfolio a - Risk Rating 2Portfolio SummaryThe following tables and charts illustrate the overall performance of the portfolio against its benchmark. The cumulative chart illustrates theoverall performance over a maximum of three years dependant on the age of the portfolio and the table shows the overall performancebroken down into specified periods. The discrete table and chart illustrates how the portfolio has performed against the benchmark duringwhole calendar years. All performance is to the latest month end and in GBP.

Cumulative Performance

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Name 3 mths 6 mths 1 yr 3 yrs 5 yrsAlpha Manager Portfolio a - Risk Rating 2 4.90 n/a n/a n/a n/aBenchmark - UT Mixed Investment 0%-35% Shares - Nov 90 4.94 7.51 5.33 12.67 23.87

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Name 2011 2012 2013 2014 2015Alpha Manager Portfolio a - Risk Rating 2 n/a n/a n/a n/a n/aBenchmark - UT Mixed Investment 0%-35% Shares - Nov 90 1.38 6.31 4.20 5.20 0.26

Report created on 10/08/2016

Portfolio Summ

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Alpha Manager Portfolio a - Risk Rating 2Portfolio Breakdown

This report illustrates how the portfolio is allocated across asset classes, industrial sectors and major world regions.

Asset Allocation Name % Weight Money Market 33.00 Global Fixed Interest 19.80 UK Gilts 18.22 UK Equities 10.87 UK Fixed Interest 8.04 UK Corporate Fixed Interest 5.20 Property 4.16 American Emerging Fixed Interest 0.51 Asia Pacific Emerging Fixed Interest 0.12 Other 0.07

Sector Allocation Name % Weight Money Market 31.90 Government Bonds 24.63 Asset/Mortgage-Backed Securities 5.23 Telecom, Media & Technology 4.56 Consumer Products 4.19 Utilities 3.66 Industrials 3.53 Financials 2.95 Banks 2.52 Others 16.82

Region Allocation Name % Weight UK 51.90 Money Market 32.98 North America 8.17 Europe ex UK 4.42 International 0.69 Americas 0.49 Australasia 0.38 Europe 0.26 Not Specified 0.19 Other 0.52


Portfolio Breakdown

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Alpha Manager Portfolio b - Risk Rating 3Portfolio SummaryThe following tables and charts illustrate the overall performance of the portfolio against its benchmark. The cumulative chart illustrates theoverall performance over a maximum of three years dependant on the age of the portfolio and the table shows the overall performancebroken down into specified periods. The discrete table and chart illustrates how the portfolio has performed against the benchmark duringwhole calendar years. All performance is to the latest month end and in GBP.


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Name 3 mths 6 mths 1 yr 3 yrs 5 yrsAlpha Manager Portfolio b - Risk Rating 3 7.66 n/a n/a n/a n/aBenchmark - UT Mixed Investment 0%-35% Shares - Nov 90 4.94 7.51 5.33 12.67 23.87


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Name 2011 2012 2013 2014 2015Alpha Manager Portfolio b - Risk Rating 3 n/a n/a n/a n/a n/aBenchmark - UT Mixed Investment 0%-35% Shares - Nov 90 1.38 6.31 4.20 5.20 0.26


Portfolio Summ

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Alpha Manager Portfolio b - Risk Rating 3Portfolio Breakdown


Asset Allocation Name % Weight Global Fixed Interest 27.26 UK Gilts 23.35 UK Equities 13.60 North American Equities 8.29 UK Corporate Fixed Interest 7.70 UK Fixed Interest 7.54 Property 6.65 Money Market 4.52 American Emerging Fixed Interest 0.58 Others 0.52

Sector Allocation Name % Weight Government Bonds 31.08 Telecom, Media & Technology 7.66 Asset/Mortgage-Backed Securities 6.94 Financials 5.71 Consumer Products 5.43 Industrials 5.24 Utilities 4.19 Banks 3.03 Services 3.01 Others 27.73

Region Allocation Name % Weight UK 69.30 North America 18.19 Europe ex UK 5.19 Money Market 4.49 International 0.80 Americas 0.55 Not Specified 0.40 Australasia 0.35 Europe 0.24 Other 0.51


Portfolio Breakdown

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Alpha Manager Portfolio c - Risk Rating 4Portfolio SummaryThe following tables and charts illustrate the overall performance of the portfolio against its benchmark. The cumulative chart illustrates theoverall performance over a maximum of three years dependant on the age of the portfolio and the table shows the overall performancebroken down into specified periods. The discrete table and chart illustrates how the portfolio has performed against the benchmark duringwhole calendar years. All performance is to the latest month end and in GBP.


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Name 3 mths 6 mths 1 yr 3 yrs 5 yrsAlpha Manager Portfolio c - Risk Rating 4 7.75 n/a n/a n/a n/aBenchmark - UT Mixed Investment 20%-60% Shares - Dec 89 5.53 9.23 5.31 15.17 29.60


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Name 2011 2012 2013 2014 2015Alpha Manager Portfolio c - Risk Rating 4 n/a n/a n/a n/a n/aBenchmark - UT Mixed Investment 20%-60% Shares - Dec 89 -1.85 8.04 9.00 4.98 1.21


Portfolio Summ

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Alpha Manager Portfolio c - Risk Rating 4Portfolio Breakdown


Asset Allocation Name % Weight Global Fixed Interest 24.58 UK Equities 20.25 UK Gilts 14.62 North American Equities 8.29 UK Corporate Fixed Interest 7.22 Property 6.65 Japanese Equities 5.00 Money Market 4.62 European Equities 4.59 Others 4.19

Sector Allocation Name % Weight Government Bonds 18.18 Telecom, Media & Technology 10.11 Consumer Products 8.05 Financials 8.04 Industrials 7.52 Asset/Mortgage-Backed Securities 6.17 Services 4.17 Utilities 4.03 Health Care 3.96 Others 29.78

Region Allocation Name % Weight UK 65.16 North America 14.62 Europe ex UK 8.67 Japan 5.00 Money Market 4.58 International 0.75 Not Specified 0.46 Americas 0.32 Australasia 0.21 Other 0.23


Portfolio Breakdown

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Alpha Manager Portfolio d - Risk Rating 5Portfolio SummaryThe following tables and charts illustrate the overall performance of the portfolio against its benchmark. The cumulative chart illustrates theoverall performance over a maximum of three years dependant on the age of the portfolio and the table shows the overall performancebroken down into specified periods. The discrete table and chart illustrates how the portfolio has performed against the benchmark duringwhole calendar years. All performance is to the latest month end and in GBP.


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Name 3 mths 6 mths 1 yr 3 yrs 5 yrsAlpha Manager Portfolio d - Risk Rating 5 7.81 n/a n/a n/a n/aBenchmark - UT Mixed Investment 20%-60% Shares - Dec 89 5.53 9.23 5.31 15.17 29.60


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Name 2011 2012 2013 2014 2015Alpha Manager Portfolio d - Risk Rating 5 n/a n/a n/a n/a n/aBenchmark - UT Mixed Investment 20%-60% Shares - Dec 89 -1.85 8.04 9.00 4.98 1.21


Portfolio Summ

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Alpha Manager Portfolio d - Risk Rating 5Portfolio Breakdown


Asset Allocation Name % Weight UK Equities 25.62 Global Fixed Interest 17.73 North American Equities 13.16 UK Gilts 6.27 Property 5.82 Money Market 5.48 UK Fixed Interest 5.35 Japanese Equities 5.23 UK Corporate Fixed Interest 4.70 Others 10.65

Sector Allocation Name % Weight Telecom, Media & Technology 12.64 Industrials 9.96 Consumer Products 9.76 Government Bonds 9.32 Financials 8.74 Services 5.78 Health Care 5.49 Asset/Mortgage-Backed Securities 4.78 Utilities 4.32 Others 29.20

Region Allocation Name % Weight UK 55.05 North America 19.09 Europe ex UK 8.21 Money Market 5.45 Japan 5.23 Pacific Basin 2.75 Asia Pacific 1.50 Australasia 0.99 International 0.74 Other 0.99


Portfolio Breakdown

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Alpha Manager Portfolio e - Risk Rating 6Portfolio SummaryThe following tables and charts illustrate the overall performance of the portfolio against its benchmark. The cumulative chart illustrates theoverall performance over a maximum of three years dependant on the age of the portfolio and the table shows the overall performancebroken down into specified periods. The discrete table and chart illustrates how the portfolio has performed against the benchmark duringwhole calendar years. All performance is to the latest month end and in GBP.


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Name 3 mths 6 mths 1 yr 3 yrs 5 yrsAlpha Manager Portfolio e - Risk Rating 6 8.70 n/a n/a n/a n/aBenchmark - UT Mixed Investment 40%-85% Shares - Dec 89 7.29 12.05 6.54 18.23 36.15


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Name 2011 2012 2013 2014 2015Alpha Manager Portfolio e - Risk Rating 6 n/a n/a n/a n/a n/aBenchmark - UT Mixed Investment 40%-85% Shares - Dec 89 -5.13 9.05 13.50 4.96 2.25


Portfolio Summ

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Alpha Manager Portfolio e - Risk Rating 6Portfolio Breakdown


Asset Allocation Name % Weight UK Equities 28.33 Global Fixed Interest 16.51 Asia Pacific Emerging Equities 9.94 North American Equities 9.00 Money Market 6.38 Japanese Equities 5.42 UK Corporate Fixed Interest 5.35 European Equities 4.66 Property 4.16 Others 10.25

Sector Allocation Name % Weight Telecom, Media & Technology 15.02 Consumer Products 13.49 Financials 12.94 Industrials 9.87 Health Care 5.81 Services 5.48 Money Market 4.29 Utilities 3.69 Asset/Mortgage-Backed Securities 3.55 Others 25.87

Region Allocation Name % Weight UK 48.42 North America 13.50 Pacific Basin 8.96 Europe ex UK 8.54 Money Market 5.93 Japan 5.43 Asia Pacific 3.85 South Africa 1.41 Australasia 1.34 Other 2.61


Portfolio Breakdown

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Alpha Manager Portfolio f - Risk Rating 7Portfolio SummaryThe following tables and charts illustrate the overall performance of the portfolio against its benchmark. The cumulative chart illustrates theoverall performance over a maximum of three years dependant on the age of the portfolio and the table shows the overall performancebroken down into specified periods. The discrete table and chart illustrates how the portfolio has performed against the benchmark duringwhole calendar years. All performance is to the latest month end and in GBP.


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Name 3 mths 6 mths 1 yr 3 yrs 5 yrsAlpha Manager Portfolio f - Risk Rating 7 9.94 n/a n/a n/a n/aBenchmark - UT Mixed Investment 40%-85% Shares - Dec 89 7.29 12.05 6.54 18.23 36.15


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Name 2011 2012 2013 2014 2015Alpha Manager Portfolio f - Risk Rating 7 n/a n/a n/a n/a n/aBenchmark - UT Mixed Investment 40%-85% Shares - Dec 89 -5.13 9.05 13.50 4.96 2.25


Portfolio Summ

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Alpha Manager Portfolio f - Risk Rating 7Portfolio Breakdown


Asset Allocation Name % Weight UK Equities 31.94 Asia Pacific Emerging Equities 18.58 Global Fixed Interest 8.39 North American Equities 7.27 Money Market 6.63 Japanese Equities 5.38 Asia Pacific Equities 5.15 European Equities 4.68 Property 4.16 Others 7.83

Sector Allocation Name % Weight Telecom, Media & Technology 16.86 Consumer Products 16.18 Financials 15.02 Industrials 10.41 Health Care 5.93 Services 5.33 Money Market 4.66 Utilities 3.50 Basic Materials 3.44 Others 18.66

Region Allocation Name % Weight UK 42.40 Pacific Basin 17.49 North America 9.72 Europe ex UK 7.53 Money Market 5.99 Japan 5.38 Asia Pacific 5.22 South Africa 2.06 Americas 1.69 Other 2.52


Portfolio Breakdown

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Alpha Manager Portfolio g - Risk Rating 8Portfolio SummaryThe following tables and charts illustrate the overall performance of the portfolio against its benchmark. The cumulative chart illustrates theoverall performance over a maximum of three years dependant on the age of the portfolio and the table shows the overall performancebroken down into specified periods. The discrete table and chart illustrates how the portfolio has performed against the benchmark duringwhole calendar years. All performance is to the latest month end and in GBP.


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Name 3 mths 6 mths 1 yr 3 yrs 5 yrsAlpha Manager Portfolio g - Risk Rating 8 11.35 n/a n/a n/a n/aBenchmark - UT Flexible Investment - Dec 89 7.10 11.46 5.76 17.01 33.55


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Name 2011 2012 2013 2014 2015Alpha Manager Portfolio g - Risk Rating 8 n/a n/a n/a n/a n/aBenchmark - UT Flexible Investment - Dec 89 -7.52 9.73 14.08 4.85 2.01


Portfolio Summ

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Alpha Manager Portfolio g - Risk Rating 8Portfolio Breakdown


Asset Allocation Name % Weight Asia Pacific Emerging Equities 27.65 UK Equities 21.07 Asia Pacific Equities 8.84 North American Equities 5.92 Money Market 5.70 Japanese Equities 5.38 European Equities 4.69 Property 4.16 Global Emerging Market Equities 3.77 Other 12.82

Sector Allocation Name % Weight Telecom, Media & Technology 18.85 Consumer Products 18.75 Financials 18.70 Industrials 10.10 Health Care 6.23 Services 5.06 Basic Materials 4.50 Money Market 3.90 Utilities 2.92 Others 11.00

Region Allocation Name % Weight UK 27.21 Pacific Basin 25.78 Europe ex UK 9.20 North America 8.06 Asia Pacific 7.40 Japan 5.38 Money Market 4.48 South Africa 3.68 Americas 3.58 Other 5.23


Portfolio Breakdown

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Alpha Manager Portfolio h - Risk Rating 9Portfolio SummaryThe following tables and charts illustrate the overall performance of the portfolio against its benchmark. The cumulative chart illustrates theoverall performance over a maximum of three years dependant on the age of the portfolio and the table shows the overall performancebroken down into specified periods. The discrete table and chart illustrates how the portfolio has performed against the benchmark duringwhole calendar years. All performance is to the latest month end and in GBP.


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Name 3 mths 6 mths 1 yr 3 yrs 5 yrsAlpha Manager Portfolio h - Risk Rating 9 14.04 n/a n/a n/a n/aBenchmark - UT Flexible Investment - Dec 89 7.10 11.46 5.76 17.01 33.55


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Name 2011 2012 2013 2014 2015Alpha Manager Portfolio h - Risk Rating 9 n/a n/a n/a n/a n/aBenchmark - UT Flexible Investment - Dec 89 -7.52 9.73 14.08 4.85 2.01


Portfolio Summ

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Alpha Manager Portfolio h - Risk Rating 9Portfolio Breakdown


Asset Allocation Name % Weight Asia Pacific Emerging Equities 36.54 UK Equities 14.56 Asia Pacific Equities 10.40 North American Equities 5.99 Global Emerging Market Equities 5.50 Japanese Equities 5.43 American Emerging Equities 5.34 European Emerging Equities 5.15 European Equities 4.66 Other 6.44

Sector Allocation Name % Weight Financials 22.13 Telecom, Media & Technology 21.87 Consumer Products 21.29 Industrials 8.17 Health Care 5.88 Basic Materials 5.24 Services 4.01 Money Market 3.57 Utilities 2.78 Other 5.06

Region Allocation Name % Weight Pacific Basin 34.32 UK 15.88 Europe ex UK 9.81 Asia Pacific 8.66 North America 5.99 Japan 5.43 South Africa 5.39 Americas 5.34 Australasia 3.97 Other 5.22


Portfolio Breakdown

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Alpha Manager Portfolio i - Risk Rating 10Portfolio SummaryThe following tables and charts illustrate the overall performance of the portfolio against its benchmark. The cumulative chart illustrates theoverall performance over a maximum of three years dependant on the age of the portfolio and the table shows the overall performancebroken down into specified periods. The discrete table and chart illustrates how the portfolio has performed against the benchmark duringwhole calendar years. All performance is to the latest month end and in GBP.


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Name 3 mths 6 mths 1 yr 3 yrs 5 yrsAlpha Manager Portfolio i - Risk Rating 10 15.93 n/a n/a n/a n/aBenchmark - UT Flexible Investment - Dec 89 7.10 11.46 5.76 17.01 33.55


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Name 2011 2012 2013 2014 2015Alpha Manager Portfolio i - Risk Rating 10 n/a n/a n/a n/a n/aBenchmark - UT Flexible Investment - Dec 89 -7.52 9.73 14.08 4.85 2.01


Portfolio Summ

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Alpha Manager Portfolio i - Risk Rating 10Portfolio Breakdown


Asset Allocation Name % Weight Asia Pacific Emerging Equities 47.20 Asia Pacific Equities 11.26 Global Emerging Market Equities 8.06 American Emerging Equities 7.82 European Emerging Equities 7.56 North American Equities 6.21 UK Equities 4.84 Money Market 4.17 GCC Equities 1.45 Other 1.42

Sector Allocation Name % Weight Financials 25.97 Telecom, Media & Technology 25.01 Consumer Products 24.18 Basic Materials 5.14 Industrials 4.06 Health Care 3.97 Money Market 3.12 Utilities 2.59 Services 1.56 Other 4.40

Region Allocation Name % Weight Pacific Basin 43.12 Asia Pacific 11.20 South Africa 7.91 Americas 7.82 Europe ex UK 7.56 UK 6.77 North America 6.21 Australasia 4.14 Money Market 2.24 Other 3.03


Portfolio Breakdown

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Simon Dixon Jamie Holmes FCISI

A Fellow of the Chartered Institute for Securities and Investment and a Chartered Wealth Manager, Jamie has over 28 years experience in Stock Broking and Investment management for private clients. He has extensive experience working in the City of

Fee and charges*

0.50 % + Vat

Portfolio investment team

*There will be additional charges levied by the underlying fund groups held within the portfolio, and by the Wrap provider that isused to hold the account. There may be an additional initial charge for financial planning advice where this advice is provided.

Contact Details

For more details regarding this portfolio please contact City House Investors.

T: 0344 858 0581E: [email protected] W: www.cityhouseinvestors.co.uk

All performance figures shown on this factsheet are net of City House Investors management fees. All performance figures are produced by Financial Express analytics, City House Investors cannot guarantee the accuracy of this data. All figures are based on hypothetical real time model portfolios. Deduction of additional dealing charges, will impact on the performance shown. The holdings shown in this fact sheet are correct at time of print and will change over time.

Investors should be aware that the price of investments and the income from them can go down as well as up and that neither is guaranteed. Past performance is not a guide to the future. Investors may not get back the amount invested. Changes in rates of exchange may have an adverse effect on the value, price or income of an investment.

The information in this document does not constitute advice or a recommendation and you should not make any investment decisions on the basis of it. This document is for the information of the recipient only and should not be reproduced, copied or made available to others. Tax treatment depends on individual circumstances and may be subject to change in the future.

Additional Information

Important Information

London, is an established Technical analyst and an expert in Gann theory. Over the years Jamie has built relationships with many of the UK's leading FTSE 100 companies providing services to their employee base.

As the Founder of City House Investors Simon is highly respected for his expertise as an investment manager. Simon holds the CFA UK Investment Management Certificate. He has worked in this field for over 20 years based in some of the world’slargest and busiest markets, including in the UK, Germany, Japan, South Korea and Thailand. Simon believes in a global quantitative investment philosophy and the benefits of a diverse portfolio that is invested across a broad range of asset classes.

Annual Management Fee

alpha manager portfolio fact sheets 10.08.2016

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