This portfolio enables you to invest in global companies directly while an experienced manager actively manages the shares on your behalf to optimise growth on your money. You are free from the responsibilities of day-to-day investment decisions and administration.
How long you invest for
No fixed period but a minimum of five years is recommended to limit the negative impact of short-term market fluctuations.
Freedom to transfer your proceeds
You can transfer the proceeds from the sale of your shares to other underlying investment options within the same product.
How it works
Understanding shares and risk
The risk level of shares is highly subjective and will change according to different views, events and circumstances. However, overall, shares have greater short-term price movements. It’s therefore important to stay focused on your long-term investment goals and to not act on short-term changes in the markets. Your share portfolio manager will take these risks and your risk appetite and financial needs into account.
We recommend that you speak to your financial planner for more details about the tax implications.
Fees vary between investments. Please speak to your financial planner to make sure you understand which fees you pay and why.
Why get financial advice
It is important to bear in mind that all investments have some risk and offer varying potential returns. We therefore recommend that you consult a financial planner who can help you find and combine the most appropriate products for your needs and circumstances.