Imagine what you could do with more
Investing can sometimes be complex and confusing, which is why we have built Simple Wealth with you in mind. We have cut through the investment complexity for your peace of mind.
Simple Wealth could be suitable for you if:
1. You want your savings to grow above a low interest bank deposit
2. You want an actively managed and diversified investment portfolio that suits your risk profile
Simple Wealth provides an easy way to either accumulate or preserve wealth. Funds are invested across asset classes, market sectors and geographies and are structured to suite five specific investor profiles: Defensive, Cautious, Blue Chip (balanced), Performance and Adventurous.
For more information about Simple Wealth please view the relevant documents below: