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”
Here are some resources to learn more about our portfolios and the Raiz philosophy:
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The information on this website is general advice only. This means it does not consider any person’s 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 Raiz product.
The information in this website is confidential. It must not be reproduced, distributed or disclosed to any other person. The information is based on assumptions or market conditions which change without notice. This will 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.
Past return performance of the Raiz product should not be relied on for deciding to invest in Raiz and is not a good predictor of future performance.