Your Investment Strategy
Whatever your goal may be, one of our investment strategies will help you get there.
Plan Ahead
Use our investment calculator to find out what investment strategy is best suited to your goals
Get StartedSafehaven
2.2% Annual Return
A well balanced fund for a conservative risk taker with a short term horizon.
Horizon: 1 - 3 years
Short Term Min-Vol
3.5% Annual Return
A well balanced fund for a moderate risk taker with a short term horizon and emphasis on steady growth.
Horizon: 2 - 5 years
Medium Term Growth
4.6% Annual Return
Well diversified fund crossing the Atlantic with a cautious spread between equity and fixed income.
Horizon: 3 - 6 years
High Growth
5.7% Annual Return
Global outlook with a heavy proportion allocated to equity opportunities.
Horizon: 5 - 8 years
Equity Centric High Growth
6.6% Annual Return
Heavily weighted towards US equity and fixed income with a proportion towards the tech heavy NASDAQ exhange.
Horizon: 8 - 15+ years
See your financial future
Talk with one of our advisors on how we can help you reach your goals