Investment Menu - 25 Choices

 

Imputation Bonds have a menu of 25 Investment Portfolio choices classified under three Investment Strategies.

 

For each client, you can construct their Bond's own Investment Portfolio mix by using just one, or diversifying across multiple Investment Portfolios from all of the 25 menu options. With the Bond's switching facilities you can change the Investment Portfolio mix at any time to suit each client’s changing circumstances or market conditions..

 

How it works

 

Once you have established your client’s risk profile, personal goals and investment time frame, you are then ready to choose an appropriate investment strategy and portfolio options to suit their needs. 

 

Step 1   Select the preferred strategy(ies)

 

Step 2   Select the preferred Investment Portfolio option(s) offered within each chosen strategy:

 

·         Strategy 1: Outperforming Managed Funds - 11 Options

·         Strategy 2: Indexed Funds - 4 Options

·         Strategy 3: Mandated Managers - 10 Options

 

Click on your preferred Investment Portfolio Option(s) contained in the diagram below to read its fund summary.