Research shows that investment success is largely determined by being exposed to the most efficient mix of assets over a long term at the lowest possible cost.
Our winning low cost portfolios achieve this by simply tracking the market by investing in a range of indices. We use mathematical algorithms, rather than human intuition, to intelligently select and populate each fund or portfolio with the most efficient mix of indices which represent domestic money, bonds, property, equity and offshore equity, providing investors with diversified, multi-asset-class, market exposure. Capital is then allocated to each representative index within the portfolio resulting in smart risk-banded investment portfolios that are tailored to meet a wide range of investment objectives.
Most of our portfolios expose investors to hundreds and sometimes thousands of holdings – all in one simple, low cost investment solution