Investment principles

Our aim is to help you make smart decisions about your money and, ultimately, to enjoy the peace of mind that is the product of a successful investing experience.

Learn more by watching our video

To achieve this outcome, we will:

  • Determine your individual capacity for investment risk and match it to the most appropriate investment portfolio
  • Utilise a proven scientific approach to asset allocation and fund selection
  • Review your existing investments to ensure they are in line with your current and future objectives
  • Make recommendations to bring your existing investments into line with your risk profile and performance objectives
  • Comprehensively report the progress of your investments

To read more about our beliefs and decisions we make when designing our investment strategies to meet your needs; read our full Investment Policy Statement.