Build your own portfolio
If you don’t need tailored advice, building your own portfolio can be extremely rewarding and with fund supermarkets such as Cofunds or Funds Network it’s easier than ever before. They offer up to 1000 different funds and greatly reduce the amount of administration required. You can quickly and easily move your investments between funds, access accurate valuations 24 hours a day, and save money.
If at any point you’d rather opt for professional advice and tailored input contact us for more details.
We’ve put together shortlists of funds for your DIY portfolio. There are many others out there not worth considering or – if you already own them – you should sell and re-invest in other funds. We can help you identify dud funds in an existing portfolio – contact us for more details.