Charlivia Group's first annual report will be available for download in July 2025. This will include the four financial statements and all other legally required data.

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For potential investors, Charlivia can also provide monthly reports from 2021 for Rod Ladgrove's managed fund (sole trader entity). 

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Though not designed for marketing purposes or externally audited, this document does illustrate results, historic asset weighting, and investing philosophy. Please make contact by email to request a copy of this document.