Start a basic investment

You can invest in unit trusts for most of your investment goals, from saving for longer-term objectives, to meeting your shorter-term needs. We will carefully manage your chosen unit trust investments following our proven investment philosophy. To build your long-term wealth with us, you can invest monthly or start with a lump sum, subject to our minimums.

You can choose a unit trust that suits your needs and time horizon. While you can monitor your investment and make changes at any time without transaction fees or penalties, we encourage long-term investing.

Conservative APPROACH

A high degree on income while maintaining the capital investment, with a very low level of volatility.

Balanced APPROACH

A combination of both growth and income with a moderate level volatility over the long term.

High growth APPROACH

High levels of market volatility and risk for high growth over the medium term.

Choose a basic investment that suits you

We offer a simple range of unit trusts, suitable for different needs. When you choose a unit trust, there is a trade-off between higher potential return on the one hand, and stability and lower risk on the other. The approach we'll take within your investment will be based on the investment approach you select.

Need to talk to someone?

If you have any questions regarding getting started with a basic investment, fill in the details below and one of our advisors will contact you.