Help center

What is goal-based investing?

Goal-based investing is an investment strategy that recognises that each individual's situation is unique, and thus requires a personalised portfolio to reach his or her personal goal. Through goal-based investing, we build portfolios by considering variables such as your timeline, necessary returns, and personal financial situation. A personalised portfolio, then, is more likely to achieve your personal financial goals, versus a traditional savings account or standard fund.

Can’t find what you’re looking for?

Contact Support