We offer a range of investment funds with varying degrees of active management; from ‘high’ (the Investment Series) to ‘simple’ (the Focus Series).
Delivering good returns over time takes patience, discipline and financial vision. Our expert team actively seek out opportunities, with care and control, because leading in the long term is not about ‘chasing the top’ in the short term.
We look for the ups, but in a measured way, because we know consistency is all about actively controlling risk and avoiding extremes.
Our investment approach is distinctive for focusing on managing downside risk, combining our Kiwi nous with rigorous research into where things could go wrong.
We show you exactly where your money’s invested and why we’ve invested it there.
You don’t have to be a big-time investor to join us. All you need is $ 1000 and a financial adviser. If you don’t have one, we can put you in touch.
We offer a range of funds that you might like to look into.
If you have any queries or want to know more:
- call us on 0800 336 338
- talk to your financial adviser, if you have one.