The Investment Illustration tool is an effective way for advisors to start a conversation with investors about their needs and show hypothetical performance for any constructed model portfolio of Series A funds.

Advisors can generate a printable version of the investment illustration for client reference.


The investment illustration provides historical performance and other analysis for the selected portfolio of Series A funds.

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Investment amount:

Select your funds and asset allocation in dollars or percentage.
A maximum of 20 funds can be selected.


The following sections provide historical performance data for the selected model portfolio.



SLGI Asset Management Inc. recommends investors retain the printed report for their records.


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