Education HUB

A conservative, or defensive, investment style is a low-risk investment strategy. This style aims to achieve capital security, provide income, and protect the capital invested.

A balanced investment style aims to achieve both capital preservation and capital growth. Sometimes referred to as moderate investing, this style looks to balance risk and reward by investing across varying asset classes.

A growth, also referred to as high growth, investment style prioritises capital growth in your investment. If this style is for you, a longer-term investment is to be expected and while a growth strategy comes with high-risk, high returns may follow.

Investing can help you reach your financial goals sooner but can be overwhelming sometimes. We’re here to help simplify the process and help you get started.

What is a managed fund? And why are they growing in popularity? From unit prices to performance, and fees to diversification, we understand there's lots to know when it comes to managed funds. Fortunately, we're here to help you with the fundamentals.

A managed fund is a professionally managed investment portfolio that pools your money together with the money of multiple investors. An Investment Manager then buys and sells shares or other assets (property, cash, bonds etc) on your behalf.

Asset classes refer to the different categories that investments with similar features can be grouped into. Becoming familiar with asset classes can help you to further understand what to expect from the various investment options available to you. 

Investing can be a great way to grow your money and reach your financial goals. However, it’s important to understand that all investments carry a degree of risk. So, how can you balance risk vs return?

Saving for your children’s future is a financial goal for many parents. Whatever your goals are, they usually begin with a savings account. However, in today’s low-rate landscape, a savings account may not be the only option.