DISTRIBUTION AGREEMENTDistribution Agreement • December 29th, 2020 • Symmetry Panoramic Trust • New York
THIS DISTRIBUTION AGREEMENT (this “Agreement’) is made as of this 17th day of July 2018, by and between Symmetry Panoramic Trust (the “Trust”), a Delaware statutory trust, and SEI Investments Distribution Co. (the “Distributor”), a Pennsylvania corporation.
SYMMETRY PANORAMIC TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • December 29th, 2020 • Symmetry Panoramic Trust • New York
This INVESTMENT SUB-ADVISORY AGREEMENT (the “Agreement”), effective as of August 9, 2018, is by and among AQR Capital Management, LLC (the “Sub-Adviser”) Symmetry Panoramic Trust (the “Trust”), on behalf of the Funds listed in Exhibit A, each a series of the Trust (each, a “Fund” and together, the “Funds”), and Symmetry Partners, LLC (the “Adviser”).
INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 29th, 2020 • Symmetry Panoramic Trust • Delaware
This INVESTMENT ADVISORY AGREEMENT (the “Agreement”) dated August 9, 2018, is made by and between Symmetry Panoramic Trust, a Delaware statutory trust (the “Trust”), and Symmetry Partners, LLC (the “Adviser”). This Agreement will confirm the agreement between the Trust and the Adviser as follows:
Symmetry Panoramic TrustAdvisory Fee Waiver Agreement • December 29th, 2020 • Symmetry Panoramic Trust • Delaware
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • December 29th, 2020 • Symmetry Panoramic Trust • Delaware
INVESTMENT SUB-ADVISORY AGREEMENT (the “Agreement”), dated as of September 10, 2020, by and between Symmetry Partners, LLC (the “Adviser”) and Dimensional Fund Advisors LP (the “Sub-Adviser”), with respect to the series of Symmetry Panoramic Trust (the “Trust”) listed in Appendix A (the “Funds”). References herein to the Fund(s), as the context requires, mean that portion of Fund assets for which the Sub-Adviser is responsible.
AMENDED AND RESTATED OPERATING EXPENSES LIMITATION AGREEMENTOperating Expenses Limitation Agreement • December 29th, 2020 • Symmetry Panoramic Trust • Delaware
This AMENDED AND RESTATED OPERATING EXPENSES LIMITATION AGREEMENT (the “Agreement”) is effective as of November 1, 2019 by and between Symmetry Panoramic Trust, a Delaware statutory trust (the “Trust”), on behalf of the series of the Trust listed on Appendix A hereto, as such Appendix may be amended from time to time (the “Funds”), and Symmetry Partners, LLC (the “Adviser”), the investment adviser to the Funds.
SYMMETRY PANORAMIC TRUST FIRST AMENDMENT TO AMENDED AND RESTATED OPERATING EXPENSES LIMITATION AGREEMENTOperating Expenses Limitation Agreement • December 29th, 2020 • Symmetry Panoramic Trust
This FIRST AMENDMENT TO AMENDED AND RESTATED OPERATING EXPENSES LIMITATION AGREEMENT (the “First Amendment”), effective as of July 21, 2020, is by and between Symmetry Panoramic Trust (the “Trust”), on behalf of the Funds listed in Appendix A, each a series of the Trust (each, a “Fund” and together, the “Funds”), and Symmetry Partners, LLC (the “Adviser”).
SYMMETRY PANORAMIC TRUST FIRST AMENDMENT TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • December 29th, 2020 • Symmetry Panoramic Trust
This FIRST AMENDMENT TO INVESTMENT SUB-ADVISORY AGREEMENT (the “First Amendment”), effective as of July 22, 2020, is by and among AQR Capital Management, LLC (the “Sub-Adviser”), Symmetry Panoramic Trust (the “Trust”), on behalf of the Funds listed in Exhibit A, each a series of the Trust (each, a “Fund” and together, the “Funds”), and Symmetry Partners, LLC (the “Adviser”).
