Capital Builder

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We have a range of regular savings plans suitable for monthly, quarterly or annual contributions. All are designed to facilitate investments into a selection of managed, risk-rated portfolios capable of building up a sum of cash for the future.

These plans are most suited for retirement planning, education fee planning, weddings, or simply to get started on the investment ladder.
We will where possible use discretionary managers based on your risk profile which can be altered at any time should your circumstances change:

  • You will have access to global markets covering all market sectors in a chocie of currencies.
  • Benefits associated with saving on a regular basis: Dollar Cost Averaging.
  • Since markets move up and down you can average out the purchase price of funds by buying regularly.
  • By investing on a regular basis over time you will build up capital to fund future events.

ENQUIRY FORM

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