Skip to content
;

How we invest

We take a truly team-based approach to investment management, and focus on offering services and features that genuinely meet what our clients need. We invest with the belief that long-term, intelligent asset allocation is the best way to balance our goal of maximising returns with managing risk.

Our investment team uses their expertise in investment strategy, macroeconomic and quantitative research, ETF selection, risk, and portfolio construction to build and manage portfolios in line with our core principles:

  • maximise your global investment opportunities
  • find the right balance between reward and risk through diversification
  • stay aligned to your long-term goals by rebalancing investments
  • improve your net returns by keeping management fees low
  • be transparent about performance, investments and costs
  • invest in liquid assets, to give you easy access to your money if you need it
  • help you grow your investment knowledge

To understand our investment approach in detail, download our guide.

To hear from our experts about global markets and portfolio updates, read our insights articles.