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

A money market fund. Read more.

Horizon: 1 to 3 years

An actively managed, globally diversified equity and bond mix with range of 50 – 75% equity content. Please see investment example here.

Horizon: 3 to 6 years

An actively managed fund, which aims to achieve growth through capital gains and income from a portfolio of international equities and equity-based financial instruments, passive options are also available.

Horizon: 5 – 8 years

*Safehaven: A money market fund is a fund that invests in very short-term, high-quality debt issued by governments, financial institutions, and highly rated corporates. These characteristics make money market funds a low-risk investment option to invest surplus cash for the short term. Money market funds are primarily used to preserve capital, with a high degree of liquidity, and aim to generate a return in line with Central Bank deposit rates. They are daily liquid, meaning that your capital is not locked up.

*Source, Moneymate 31/08/2024 for quoted annual returns.

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