I believe we add significant value to you, the adviser.
- We evaluate the thousands of ETFs available and select ones we believe are most appropriate for each asset class or sub-asset class.
- We then build risk profiled solutions using these ETFs. We have three model portfolios:
Growth: High Equity (75% equity target)
Balanced: Medium Equity (50% equity target)
Conservative: Low Equity (25% equity target)
- You can now rest assured that your clients are in portfolios that match their risk profile, are well diversified, have low-cost and typically beat the vast majority of comparable actively managed funds
In the year to end December 2016, our model portfolios have beaten over 80% of comparable funds on an after-cost basis.
Source: Morningstar Inc, Stylo Investments, considering the returns of all funds with a comparable asset allocation to the Stylo model portfolio
Past investment returns are not necessarily indicative of future returns.
Please read disclosure regarding investment returns here