Raiz Portfolio Performance for Financial Year 2023-24
We’re excited to share that the one, three, and five-year performances of our portfolios are all positive for the second year in a row. Our community has always shown great interest in their investment performance, and we’re thrilled to report that our portfolios continue to deliver strong results. However, please remember that past performance is not an indicator of future results.
At Raiz, our philosophy revolves around the power of consistent, small investments to enhance your financial well-being. By embracing regular saving and investing habits, you can take advantage of dollar-cost averaging, diversification, and time, which can improve your financial position over the long run.
With our automatic investment features—Round-Ups, Recurring Investments, and Savings Goals—you can invest small amounts regularly and manage market uncertainty. Currently, majority of Raiz users invest at least once a month, with around half of the community, (over 150,000 people) investing weekly.
There is a saying “It’s not about timing the market, it’s about time in the market.”
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Published 9/8/2024
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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.
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 financial adviser.
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).
