What’s the ‘balanced’ investment profile?

 

This investment profile takes a ‘balanced’ approach to how much of your money we invest in certain ways, rather than a ‘cautious’ approach or an ‘adventurous’ approach.

What does that involve?

The idea is you’ll get fewer fluctuations in value than an adventurous approach, but hopefully more of a return than the ‘cautious’ approach.

  • If you don’t want to pick an investment profile we’ll automatically put you in the ‘balanced’ investment profile which is the default option.
  • Or we also offer a self-select service where you can select your own fund choice.

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