Growth Portfolios
A diversified blend of passive and active funds focused upon capital growth at a low cost.
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Our Growth portfolios bring together a blend of low-cost equity and bond index trackers as well as leading active investment funds invested on a buy and hold basis. This blend seeks to bring the best of low-cost passive and leading active management into one portfolio range to provide a diversification of assets focused on capital growth at a competitive price.
The portfolios use a traditional diversified asset allocation model that is further refined and informed through our unique trend and market sentiment indicators on a quarterly basis.
The Growth portfolios are designed to assist in efficient, reliable, low-cost investment and pension accumulation strategies.
Focused on Capital Growth
Assists accumulation strategies focused on long-term capital growth.
Buy and Hold
Invests in an internationally diversified blend of passive and active equity, fixed income, and alternative funds held on a buy and hold basis.
Management Fee
0.15%
Reduced Fees
Lower DFM investment management fees and a mix of low-cost passive index tracking funds combined with a few selected active investment management funds.
Our investment portfolios are available on the following leading platforms
Contact Us
Please contact us for more information about any of our investment strategies.