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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We help your money grow

We have used over 120 years of market experience to build a small range of diversified investment options, available through four dedicated funds managed by CoreSolutions.

For cash investments, we use an actively managed money market fund from Granate Asset Management, where expert selection can add value. These funds work with our digital advice system, helping keep your money in the right place as your goals change.

If you choose the Global Wealth Builder, your money is invested fully in global shares through the 10X Total World Stock ETF.

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Why have we chosen these investment funds?

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.

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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.
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Fund performance to 31 December 2025

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Source: Morningstar. Each fund is ranked against relevant peers with performance to the end of December 2025 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.

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