How much do I need to save and invest?
InvestRight is a simple, interactive and free guide to help establish how much a person will need to save and invest to meet their financial goals, be they short-, medium- or long term. All you need to do, is answer five simple questions.
InvestRight will be unavailable as of 27 July 2021, due to the Unit Trusts platform transfer. As of 10 August 2021, you will be able to make use of our new Single Needs Tool to help you start your investment journey with us.
View general fund information, prices (table & graphing tool), performance, declarations and investment minimums.
In understanding the multiple fund options available to your customers and in fulfilling our commitment to improve our ease of doing business, we have launched the Investment Series. This is a core range of funds, handpicked to meet the diverse needs of investors.