Offer simple access to the stock or money markets

Life Cycle risk profiled unit trust funds make it easy for investors who are not sure how much risk they want or when to change their portfolios. We do that for you. Younger investors with longer time horizons can afford to take higher risk with capital growth as the major objective, while older investors closer to retirement require lower risk with capital preservation as their major objective. We determine how much risk is good for you and which fund managers to use on an on-going basis.

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You only need to determine your Investment Horizon

If you are 10 years or more from retirement, we suggest that you select the Growth Fund. Should you be between 5 and 10 years from retirement then choose the Balanced Fund. If you are less than 5 years from retirement then opt for the Defensive Fund.

For low cost simple access to tax deductible RAs click here. No upfront commission.

Tax Advantaged Investments are available for almost any income level and can meet the full range of investment objectives.

Download RA Application Form