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Our investment approach

Designed for simplicity

Investments tailored to you

Once you've decided what you want to achieve from your investment, like an income in retirement or a legacy for your family, and the risk level that suits your appetite. You then need to choose the level of involvement you want.

Our Mutually Managed funds are for people who like to leave the decisions to the experts, whereas our Market Selection funds are for those who prefer a more hands on approach.

Whichever approach you choose, all of our funds are managed in line with our core values - we always take a prudent approach towards investment, aiming to build quality portfolios for the longer term, with an emphasis on delivering value for money.