Investment funds designed to grow

We’ve simplified the world of investing and replaced hundreds of investment funds with a small selection of highly-efficient ones.

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Why have we chosen these investment funds?

We have used over 120 years of market data to help us design a series of strategic multi-asset allocations, that are implemented by CoreSolutions in four exclusive funds. In the money markets, active security selection tends to work well and, as a result, we make use of an actively managed money market fund run by Granate Asset Management.

The investment funds have been designed to work exclusively with our digital advice system, helping us to make sure that you are always in the right fund to reach your goals.

In addition, for the Global Wealth Builder, we have selected the 10X Total World Stock Feeder ETF to offer you 100% global equity exposure.

Funds that are tailored to help you reach your investment goal

The role of our digital advice system is to ensure you take as little investment risk as possible to reach your investment goal.

Low cost, diversified and efficient funds

Passively-managed, rules-based portfolio construction to keep costs low and offer good diversification. And, active management in the money markets, where evidence suggest it works.

You can easily change between different funds

You’re not locked into one fund. We’ll monitor the unit trusts and work with you to ensure they’re working for your money.

Intelligent investment funds that aim to outperform their peers

Using some of the industry’s most trusted partners, we carefully monitor the performance of the funds on our platform against their peers and report on our fund performance to our clients.

Fund performance to 30 June 2024

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Source: Morningstar. Each fund is ranked against relevant peers with performance to the end of June 2024 based on NAV data. Peer group is based on utilising the oldest share class for each fund in the comparison. Past performance is no guarantee of future returns.