Raiz Portfolio Performance 2018 – 2019 Financial Year
We are often asked from customers for more detail on our portfolio performance, however past performance is never a good predictor of future performance. Regular disciplined savings can help improve your financial position in the long run, no matter what the short-term market performance is.
The Raiz philosophy is about saving and investing small amounts regularly to build your savings – whether for a rainy-day fund, a short-term goal or building a start for your kids.
In saying all this, it’s still always pleasing to deliver positive returns above the relevant benchmark.
Our automatic savings features: Round-ups, Recurring investments and Savings goal, can assist you with investing small amounts regularly and manage market uncertainty. 80% of our Raiz community invest at least once a month.
There’s a saying “It’s not about timing the market, it’s about time in the market”
For more information on Raiz fees, click here.
Here are some resources to learn more about our portfolios and the Raiz philosophy:
Which Raiz portfolio could be right for me?
Why Time in the Market Matters
The Advantages of Dollar Cost Averaging
Don’t have the Raiz App?
Download it for free in the App store or the Webapp below:
Important Information
The information on this website is general advice only. This means it does not take into account any person’s particular investment objectives, financial situation or investment needs. If you are an investor, you should consult your licensed adviser before acting on any information contained in this article to fully understand the benefits and risk associated with the product.
A Product Disclosure Statement for Raiz Invest and/or Raiz Invest Super are available on the Raiz Invest website and App. A person must read and consider the Product Disclosure Statement in deciding whether, or not, to acquire and continue to hold interests in the product. The risks of investing in this product are fully set out in the Product Disclosure Statement and include the risks that would ordinarily apply to investing.
The information may be based on assumptions or market conditions which change without notice. This could impact the accuracy of the information.
Under no circumstances is the information to be used by, or presented to, a person for the purposes of deciding about investing in Raiz Invest or Raiz Invest Super.
Past return performance of the Raiz products should not be relied on for making a decision to invest in a Raiz product and is not a good predictor of future performance.
