Why have we chosen these funds?
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.
Funds that are tailored to help you reach your investment goal
The role of our digital advice system is to ensure you take as little investment risk as possible to reach your investment goal.
Low cost, diversified and efficient funds
Passively managed, rules-based portfolio construction to keep costs low and offer good diversification.
You can easily change between different funds
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.
Intelligent funds that aim to outperform their peers
We enhance investment returns through transparent, low-cost platforms while making use of sophisticated technology to best allocate your investment funds.
Our Investment managers
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.
CoreShares OUT indices
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.