Your Investment Strategy

Whatever your goal may be, one of our investment strategies will help you get there.

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Use our investment calculator to find out what investment strategy is best suited to your goals

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2.2% Annual Return

A well balanced fund for a conservative risk taker with a short term horizon.

Horizon: 1 - 3 years

Short Term Min-Vol

3.5% Annual Return

A well balanced fund for a moderate risk taker with a short term horizon and emphasis on steady growth.

Horizon: 2 - 5 years

Medium Term Growth

4.6% Annual Return

Well diversified fund crossing the Atlantic with a cautious spread between equity and fixed income.

Horizon: 3 - 6 years

High Growth

5.7% Annual Return

Global outlook with a heavy proportion allocated to equity opportunities.

Horizon: 5 - 8 years

Equity Centric High Growth

6.6% Annual Return

Heavily weighted towards US equity and fixed income with a proportion towards the tech heavy NASDAQ exhange.

Horizon: 8 - 15+ years

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