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A wealth of solutions

We offer a range of multi-asset investment solutions (the ‘Compass Portfolios’), whereby our experienced portfolio managers take care of both fund selection and asset allocation on your behalf. This enables you and your adviser to spend more time to ensure your financial planning needs are met.

Alternatively, we provide access to a range of funds managed by select leading investment specialists in every major asset class (the ‘Researched Range’), which you and your financial adviser can use to build your own portfolio. 

If you prefer a broader choice of investments, our SelfSelect range gives you access to hundreds of funds from leading fund groups. 


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