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.
What will it cost me?
The Effective Annual Cost (EAC) is a measure which has been introduced to allow you to compare the charges you incur and their impact on investment returns when you invest in different Financial Products. It is expressed as an annualised percentage. The EAC is made up of four components. The effect of some of the charges may vary, depending on your investment period. The EAC calculation assumes that an investor terminates his or her investment in the Financial Product at the end of the relevant periods shown in the table. Please note this illustrator does expire.
What funds best suit my needs?
This Fund Selection Tool gives you some insight into what type of investor you are. It is not sufficiently comprehensive to qualify as investment advice and you should consult your Financial Planner for more information.
View general fund information, prices (table & graphing tool), performance, declarations, investment minimums, and fees and charges:.
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.