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Supported by Dimensional Fund Advisors, we are able to match your risk appetite to a portfolio most suited to achieving your goals.
Risk Profile | Very Conservative | Conservative | Moderate | Growth | Aggressive Growth |
|---|---|---|---|---|---|
Portfolio Breakdown: Equity / Fixed Income | 20/80
| 40/60
| 60/40
| 80/20
| 100% Equity
|
Historical Annualised Asset Class Returns* | +4.58% | +5.70% | +6.76% | +7.79% | +8.31% |
Global All Cap | 20% | 33% | 47% | 55% | 80% |
Global Small Value | 0% | 4% | 8% | 17% | 20% |
Global Emerging Markets | 0% | 3% | 5% | 8% | 0% |
Total Equity (%) | 20% | 40% | 60% | 80% | 100% |
Global Short Government | 50% | 40% | 20% | 10% | 0% |
Global Short Credit | 30% | 20% | 20% | 10% | 0% |
Total Fixed Income (%) | 80% | 60% | 40% | 20% | 0% |
* The historical return figures are comprised of the historical returns of global equity and fixed income market indices in the respective weights of each risk profile, rebalanced annually. They are quoted monthly from: 1/1/2002 - 31/12/2019. Historical returns are no guarantee of future performance.”
We believe in the power of markets
Decades of academic research have guided our investment decisions to help meet your long-term goals. As a result, we will never try to forecast future market events, or gamble with your money by trying to “pick the right time” to go into or come out of the market. We will focus on what the data tells us, which is to stay invested for the long term in a diversified manner, leaning on size, value and profitability in order to drive expected outperformance in the long term.
CONNECT wants to build a long-term relationship with you. We know that helping you to achieve your long-term goals is critical for us to provide you with a positive investment experience. This is why we encourage you to invest for the long term, focusing on dimensions of higher expected returns. There will always be opinions creating noise in the markets, from the 24-hour news cycle, pundits and commentators, right through to your friends and family. We urge you to tune out the noise, stay in your seat, and let us help you manage your risk exposure.
Decades of academic research have guided our investment decisions to help meet your long-term goals. As a result, we will never try to forecast future market events, or gamble with your money by trying to “pick the right time” to go into or come out of the market. We will focus on what the data tells us, which is to stay invested for the long term in a diversified manner, leaning on size, value and profitability in order to drive expected outperformance in the long term.
CONNECT wants to build a long-term relationship with you. We know that helping you to achieve your long-term goals is critical for us to provide you with a positive investment experience. This is why we encourage you to invest for the long term, focusing on dimensions of higher expected returns. There will always be opinions creating noise in the markets, from the 24-hour news cycle, pundits and commentators, right through to your friends and family. We urge you to tune out the noise, stay in your seat, and let us help you manage your risk exposure.
We believe that by embracing an evidence-based approach to investing, you improve your likelihood of achieving a successful investment experience.
The underlying fund may also charge a maximum of 0.46% ongoing charges which will be fully disclosed in the fund prospectus.
Simply pick a time that is convenient for you and we will contact you.
If you have any questions, please do not hesitate to contact us:
Simply pick a time that is convenient for you and we will contact you.
If you have any questions, please do not hesitate to contact us: