A simple approach to investing, ideally suited for investors who are unwilling or unable to make active investment decisions regarding how much risk they should take on or which fund managers they should use over time.
Using asset allocation strategies we manage your portfolio, increasing risk and return for those with longer investment horizons, typically younger investors and reducing risk and protecting capital for those closer to retirement.
|Funds||Growth Fund||Balanced Fund||Defensive Fund|
|Investment Horizon||10 or more years to retirement||More than 5 but less than 10 years||Less than 5 years to retirement|
|Targetted Return||CPI + 7%||CPI + 5%||CPI + 3%|
Contact us to find out more about Life Cycle Investing.