Live locally. Invest globally
INVESTMENTS | FUNDS
At TRG, we customize investment approaches to fit your risk preference and financial goals. Our strategies range from low-risk, emphasizing stable income through defensive assets, to high-growth options that leverage both local and global growth assets for maximum returns. Each strategy is designed to optimize returns while managing risk, ensuring that your investments are as dynamic and diverse as the markets we navigate.
Growth Assets (Local)
This category includes stocks of companies based in the local market, along with other high-growth investments like real estate or sector-specific funds, aimed at capitalizing on local economic growth with a higher risk and return profile.
Growth Assets (Offshore)
Consists of international stocks, global real estate, and investments in overseas markets, offering exposure to diverse economic cycles and industries, which can yield high returns but also carry risks related to geopolitical and currency fluctuations.
Defensive Assets
Made up of bonds, treasury securities, and money market funds, these assets focus on preserving capital and providing steady income with low volatility, making them essential for balancing risk in any investment portfolio.
The strategic mix of local and offshore growth assets with defensive assets defines the risk/return profile of each investment. This careful asset allocation is crucial—it’s often considered the only "free lunch" in investing because it allows for optimizing returns while effectively managing risk. By tailoring the balance of these asset types to individual investor goals and risk tolerance, we create portfolios that are uniquely positioned to achieve long-term financial success.
Investment Calculator
Calculate the potential return from investing in a TRG fund.
Fund Fact Sheets
Get the latest performance reports from our wealth builder range of funds and learn more about our portfolios.
Start Your Investment Journey With TRG
Trust TRG to help you achieve financial freedom through our evidence-based investment strategies and personalized investment planning. Begin your investment journey by scheduling a free, no-obligation consultation with one of our experienced advisers today.
