SAVINGS RANGE
These portfolios have been created for investors who wish to grow their savings but do not yet need to draw an income from their investment. The FundWealth Balanced portfolio have been designed to be compliant with regulation 28. The FundWealth Tax-Free Savings portfolio is suitable for investing in a tax free investment.
FUNDWEALTH BALANCED
This portfolio is designed for investors who have a moderate risk appetite. It is regulation 28 compliant and is suitable for investment in a retirement annuity.
FUNDWEALTH TAX-FREE SAVINGS
This portfolio is appropriate for an investor with a moderate to high risk appetite. It has relatively high offshore exposure and is suitable for investment in a tax-free investment product.
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