Speak to us to ensure we're able to offer you the most appropriate managed portfolio solution to meet your financial.
Answer a few questions about your target, timeline and risk tolerance.
You'll get a portfolio recommendation based on your answers and financial goals.
We'll monitor your account and automatically rebalance it as necessary.
• Capital growth • Income
• Asset diversification • Low costs • Managing risk
These considerations are taken into account when designing your portfolio for you.
Request More InformationExchange Traded Funds are an easy way to diversify risk and tap into wider growth cycles. We invest your money locally and offshore in a diversified ETF portfolio of shares, property, bonds and cash.
Instead of trying to pick winning stocks we focus on asset allocation & risk mitigation to deliver superior returns from the market as a whole, at cost effective rates.
Your investments should reflect the risk you're willing to take. We've created diversified ETF portfolios and keep it balanced for your risk tolerance, tailoring bespoke portfolios for your Individual requirements and risk profile.
An ETF Portfolio is defined as a discretionary managed personal portfolio product which simply tracks the markets in a diversified manner by investing in a range of low cost regulated Exchange Traded Funds (ETFs). These track local and global cash, bonds, property and equity market segments.
Using ETFs as the building blocks in the scientific construction of multi-asset portfolios can deliver market beating "alpha" performance across the entire portfolio.