There is always a lot of interest from our community in the performance of our portfolios. We are pleased to announce the one, three and five year performance of our portfolios, plus their performance since inception – all of which are positive.
Keep in mind that past performance is not an indicator of future performance.
The Raiz philosophy is about saving and investing small amounts regularly to build your savings and take control of your financial wellbeing. Regular and disciplined saving and investing habits which take advantage of dollar cost averaging, diversification and time can help improve your financial position in the long run more so than choosing the best fund manager.
Investing small amounts regularly, using our automatic savings features: round-ups; recurring investments; and savings goals, 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.”
For more information on Raiz fees, click here.
The information discussed is for general in nature and should not be considered financial advice or recommendations. You need to read the PDS and TMD to understand these risks and to determine if Raiz is suitable for you.
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Important Information
Raiz Invest Australia Limited – Authorised Representative of AFSL 434776. The Raiz Invest Australia Fund and Raiz Property Fund are issued in Australia by Instreet Investment Limited (ACN 128 813 016 AFSL 434776) a subsidiary of Raiz Invest Limited and promoted by Raiz Invest Australia Limited (ACN 604 402 815).
Raiz Invest Super is a Division of AMG Super and is issued by Equity Trustees Superannuation Limited (AFSL 229757, RSE Licence No L0001458) as Trustee of AMG Super.
If you have read all or any part of our email, website, or communication then you need to know that the information is general information only and does not take into account of your personal financial situation, goals or needs. You should obtain financial advice tailored to your circumstances by a licensed professional adviser, as we are not authorised to provide personal financial advice.
A Product Disclosure Statement (PDS) and Target Market Determination (TMD) for Raiz Invest Australia Fund, Raiz Invest Super and Raiz Property Fund (together, the Products) are available on the Raiz Invest website and App. Please read and consider the PDS and TMD to understand the risks and determine if the Products are suitable for you. The risks and fees are fully set out in the PDS and include the risks that would ordinarily apply to investing.
Any returns shown or implied are not forecasts and are not reliable guides or predictors of future performance.
Under no circumstance is the information to be used by, or presented to, a person for the purposes of deciding about investing in the Products.
This information may be based on assumptions or market conditions which change without notice and have not been independently verified.
Any opinions or information expressed are subject to change without notice.
Home loans are subject to approval from the lending institution and Raiz Home Ownership makes no warranties as to the success of an application until all relevant information has been provided.
Raiz Home Ownership Pty Ltd (ABN 14 645 876 937), an Australian Credit Representative number 528594 under Australian Credit Licence number 387025. Raiz Home Ownership Pty Ltd is 100% owned by Raiz Invest Australia Limited (ABN 26 604 402 815).
