Raiz Portfolio Performance Financial Year 2019-20
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. For more information on Raiz fees, click here.
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:
- Why time in the market matters
- Which Raiz portfolio could be right for me?
- The advantages of dollar cost averaging
- The difference between ‘real’ and ‘paper’ profit/loss
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.
