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We offer a comprehensive range of risk controlled multi-index and ethical portfolios along with a long only investment trust portfolios.

Factsheets

 

Portfolio

Equity Range

Factsheets

Defaqto Rating

Guardian Speculative Portfolio

0% - 97%

Guardian Adventurous Portfolio

0% - 85%

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Guardian Strategic Portfolio

0% - 70%

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Guardian Balanced Portfolio

0% - 60%

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Guardian Defensive Portfolio

0% - 30%

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Guardian Cautious Portfolio

0% - 45%

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Guardian Performance Report

Guardian Brochure

Guardian Quarterly Report

Portfolio

Equity Range

Factsheets

Fusion Speculative Portfolio

0% - 97%

Fusion Adventurous Portfolio

0% - 85%

Fusion Balanced Portfolio

0% - 60%

Fusion Strategic Portfolio

0% - 70%

Fusion Cautious Portfolio

0% - 45%

Fusion Defensive Portfolio

0% - 35%

Fusion Quarterly Report

Portfolio

Equity Content

Factsheets

Passive Speculative Portfolio

97%

Passive Adventurous Portfolio

85%

Passive Strategic Portfolio

70%

Passive Balanced Portfolio

60%

Passive Cautious Portfolio

45%

Passive Defensive Portfolio

35%

Passive Highly Defensive Portfolio

0%

Passive Quarterly Report

Passive Performance Report

Portfolio

Equity Range

Factsheets

Growth Speculative Portfolio

97%

Growth Adventurous Portfolio

85%

Growth Strategic Portfolio

70%

Growth Cautious Portfolio

45%

Growth Balanced Portfolio

60%

Growth Defensive Portfolio

35%

Growth Performance Report

Growth Quarterly Report

Portfolio

Equity Range

Factsheets

Green Path Strategic Portfolio

0% - 70%

Green Path Balanced Portfolio

0% - 60%

Green Path Cautious Portfolio

0% - 45%

Green Path Performance Report

Green Path Quarterly Report

Portfolio

Equity Range

Factsheets

Heritage Adventurous Portfolio

0% - 85%

Heritage Strategic Portfolio

0% - 70%

Heritage Cautious Portfolio

0% - 45%

Heritage Balanced Portfolio

0% - 60%

Heritage Quarterly Report

Heritage Performance Report

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