Raiz Portfolio Performance Financial Year 2019-20 - Raiz Invest

There is always a lot of interest from our community in the performance of our portfolios. In what has been quite a turbulent year, it is pleasing to report the returns of our investment portfolios are above the relevant Chant West industry benchmark (for Moderately Conservative there is no corresponding benchmark).

Keep in mind that past performance is not a good indicator of future performance.

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. Regular disciplined savings can help improve your financial position in the long run far quicker than choosing the best fund manager.

Raiz Portfolio Returns FY 2019-20

Investing small amounts regularly, using our automatic savings features: Round-ups; Recurring investments; and Savings goal, can assist in managing market uncertainty.

80% of our Raiz community invest at least once a month. There is a saying “It’s not about timing the market, it’s about time in the market” 😊

Feel free to learn more from our blogs about our portfolios and the Raiz philosophy:

 


 

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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 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.

 


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