With our managed portfolio service, our investment professionals build and run a personalised portfolio on your behalf, based on your investment objectives.
We believe in the importance of diversification to deliver consistent returns over time with minimal risk. Our managed portfolio service achieves this by creating a multi-asset class portfolio tailored specifically for your profile.
For investors willing to accept short term fluctuations for moderate to higher returns. The portfolio is mainly geared towards equity markets in both developed and emerging regions and has a meaningful exposure to property and hedge funds.
Moderate Growth Portfolio
For investors willing to accept some volatility in returns for longer-term growth. The portfolio has a greater allocation towards developed market equities and lower exposure to bond and cash funds.