Business Update
3rd Mar 2021
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OUR core funds
INCOME
Investing for income is a primary focus. Some investors may also choose to have an element of capital growth whilst collecting an income. We therefore offer funds across a spectrum to balance your income needs.
STABLE GROWTH
Capital growth may be an important objective but so is protection of that capital and or stability of investment returns. Your investment goal is likely to be medium to longer term. We offer a fund that focuses on managing downside risk whilst achieving capital growth and another that aims to provide a balance of income and growth to align to the need for stability and certainty.
GROWTH
Capital growth is your primary objective and you’re likely to have a longer-term investment goal. You should also have some appetite to weather turbulent markets given your focus on the long-term growth outcome. Typically, funds in this category will allocate a higher percentage to equity stocks both locally and offshore.
OFFSHORE
Diversifying a local portfolio to include offshore assets is important to manage risk and broaden opportunities to reach your investment goal. Our offshore fund range includes fixed income, balanced, and equity funds that invest in other markets providing options for wider exposure to suit your portfolio needs.
OUR SOLUTIONS
Invest Tax-free
A simple savings solution with no tax on interest, dividends or capital gains.
INVEST FOR YOUR RETIREMENT
Invest in a simple, transparent and cost effective solution to help you save for your retirement.
Unit trust Investing
A simple and easy way to grow, protect or earn an income from your savings by investing cash in a unit trust fund, in exchange for units.
NEWS & INSIGHTS
FEATURED Insight
Investing for the long term [Charticle]
If you’re investing for the long term, remember to keep your long term in focus.
We review equity market performance in 2020 in this charticle.
Local assets
22nd Feb 2021
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