Monthly savings into Investments

Monthly portfolio purchases – your prescription for a healthier investment

Our four ready-to-take fund portfolios.  For income, growth or a bit of both.
Our pre-picked portfolios are an excellent way to achieve real diversification – with no need to research all 2,000 funds currently on offer.

Each portfolio comprises four high-performing funds, with each in turn holding a different mix of investments weighted for income generation, capital growth or a bit of both.

High income. A portfolio weighted for a consistent income.
Income and growth. Weighted for income as well as the potential for capital gains.
Growth. Following the general stock market for potential capital gains.
Adventurous growth. Following specific sectors and regions for potential capital gains

Can you afford to leave money in a savings account?
Inflation is now running at over 4%. If your savings are attracting a lower interest rate, their value is being constantly eroded. Month by month, year by year.

Diversified investments are a better alternative
Over and over again, it’s been shown that a well-diversified stock portfolio will beat inflation over the long term. And the sooner you start, the better your outlook.

The benefits of monthly investing
Putting aside a set amount each month is a painless way to invest. But it’s also a sensible investment strategy. Choosing the perfect moment to buy into the market is more about luck than skill, but by making regular investments, you smooth out the ups and downs. As they say: “It’s not about timing the market, it’s about time in the market.”