We’ve meticulously studied the behaviour of investment markets over the last 115 years and worked closely with CoreShares and S&P Dow Jones Indices to design intelligent funds that learn from the past and think ahead. The funds have been designed to work exclusively with our digital advice system, helping us to make sure that you are always in the right fund to reach your goals.
The role of our digital advice system is to ensure you take as little investment risk as possible to reach your investment goal.
We’ve designed our intelligent funds in such a way that they learn from mistakes and think ahead of others on the market.
You’re not locked into one fund. We’ll monitor the unit trusts and work with you to ensure they’re working for your money.
We enhance investment returns through transparent, low-cost platforms while making use of sophisticated technology to best allocate your investment funds.
We partner with CoreShares and Granate Asset Management, both respected asset managers and experts in their field, to select and develop investment funds that can function with our digital advice system.
We monitor our investment managers closely on a regular basis, using our technology and expertise, so that you don't have to.
To remove the complexity of investment we went back to basics. We worked with S&P Dow Jones Indices, one of the world's largest index providers, and CoreShares, to design the world's first indices to work with a digital investment advice system.
Each index serves as a set of rules that governs how each unit trust invests.
We have simplified the world of investment by replacing the function of hundreds of investment funds with just five low-cost, highly-effective funds designed to help you reach your goals.