Live locally. Invest globally

INVESTMENTS | FUNDS

We tailor investment strategies to match your risk appetite and financial objectives. Our fund range spans conservative, income-focused portfolios, prioritising capital preservation and steady distributions through defensive assets, to aggressive, growth-oriented funds that access both local and global markets for capital appreciation. Each fund optimises returns within its risk mandate, employing diversified asset allocation, active risk management and disciplined investment processes. Hence, your portfolio remains adaptable to changing market conditions.

A line graph showing the relationship between volatility (risk) and return for different types of investment funds. The x-axis ranges from cash manager to global flexible fund, and the y-axis from 0% to 100%. The graph uses three colors: blue for growth assets offshore, green for growth assets local, and black for defensive assets. The graph indicates that as risk increases, the potential return also increases across fund types, with the highest return at the global flexible fund.

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.

Fund Fact Sheets

Get the latest performance reports from our wealth builder range of funds and learn more about our portfolios.

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