Intelligently designed investment portfolios
Low cost | Globally diverse | Long-term discipline
Top 3 things you need to know
Consistently strong performance: Our Core portfolio has had better returns than 96% of other portfolios (based on performance data from all portfolios published by Morningstar).
Low cost and well diversified: We use large, well-diversified funds to help manage risk. Diversification reduces the reliance on any single company, sector or country. This minimises volatility and protects your investment growth.
Values-based option available: Our Good Practice range adds responsible investment filters and tilts for clients who prefer that approach. This allows you to invest in line with your personal values.
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Portfolio ranges to choose from
10
Risk levels for each portfolio
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Responsible investment range
In our Core portfolio, the focus is on investing for good returns while keeping things simple and low-cost.
In our Good Practice portfolio, the funds are tilted towards companies demonstrating good practice using Responsible investing criteria. Companies are measured in several ways, including how they manage 3 issues: environmental sustainability, social responsibility and good governance.
Where does your financial plan take you?
A well-managed investment portfolio is key to the success of any financial plan.
At Balance: Wealth Planning, we specialise in constructing personal financial plans, structuring your wealth to give you the best chance of achieving your goals for now and the future. Our range of investment portfolios are one of the tools we can use to help you.
To find out more, visit our financial planning website, and talk to one of our expert financial planners.
As with all investing, your capital is at risk. The value of your investment portfolio can go down as well as up. You may get back less than you originally invested.