OUR core funds
Our fund range focuses on the needs of our investors, providing sufficient choice without complexity.
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.
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.
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.
Whether you are growing or preserving your capital, or drawing an income from your investment, we have a solution for you.
A simple savings solution with no tax on interest, dividends or capital gains.
Invest in a simple, transparent and cost effective solution to help you save for your retirement.
Unit trust Investing
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COVID-19: Making sense of the noise with kevin lings
In this live-recorded webinar, Chief Economist Kevin Lings provides an update on the COVID-19 pandemic and its unfolding impact on the global and local economy, and financial markets.
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