This is a proven cost-effective investment strategy based on significant scientific research into how capital markets work. Our goal is to do a few simple things exceptionally well and we are guided by six key principles of successful investing.
Investing not speculating
Retain a healthy cash reserve
Understand that risk and return are related
Acknowledge that the stock market is tough to beat
Don’t put all your eggs in one basket and diversify
Seek out value for money and keep costs low
Start early and think long term
How do we look after your money?
In a volatile, ever-changing investment environment, choosing how to invest has become increasingly complex. We aim to simplify this process by helping you focus your decision based on your appetite for risk.
We work by the following five key principles:
As a result, we scientifically map your required investment risk to our choice of fund managers, who operate within a tightly controlled framework. The aim of each fund is to generate long term returns while remaining true to its target risk profile.