A Range of Investment Approaches
We offer a range of model portfolios designed to support different investment objectives, preferences and levels of risk.
Each portfolio range follows a distinct investment approach, but all are built using a structured process, diversified fund selection and a long-term perspective.
Together, they provide a flexible framework that allows financial planners to select portfolios aligned with their clientsโ individual goals and circumstances.
Expert wealth management
A Range of Investment Approaches
We offer a range of model portfolios designed to support different investment objectives, preferences and levels of risk.
Each portfolio range follows a distinct investment approach, but all are built using a structured process, diversified fund selection and a long-term perspective.
Together, they provide a flexible framework that allows financial planners to select portfolios aligned with their clientsโ individual goals and circumstances.
Expert wealth management
โDifferent approaches. One disciplined investment philosophy.โ
Explore Our Portfolio Ranges
Classic Active
Actively managed portfolios built on disciplined fund selection.ย Aims to provide long-term capital growth through actively managed funds.
Contemporary Active
A balanced approach combining active management with lower-cost index investing.ย Combines actively managed funds with passive strategies within a single portfolio.
Cleaner Future
Portfolios focused on reducing exposure to companies with high greenhouse gas emissions. Invests in funds that are reducing their holdings in higher-emission companies.
Tracking Tomorrow
A long-term approach designed around how global markets may evolve over time. Uses research-led index tracking strategies to reflect potential future market structures.
Tactical Passive
Flexible, low-cost portfolios using tactical asset allocation across global markets. Invests in passive funds tracking selected regions and markets.
Baseline Index
A simple approach designed to track global equity and bond markets.ย Combines a small number of index funds aligned with defined risk levels.
Income Focus
Portfolios designed to generate higher levels of income from investments.ย Targets income generation from a diversified range of assets.
