What is the strategic allocation of CARE?
Exciting Life Boring Money, And not the other way around
The investment philosophy where good behaviour and SMART decisions make all the difference.
Begin your journey with the CAREphilosophy®
CARE Essentials™ - Designed using the CAREphilosophy strategy but in a lower cost option for younger clients
CARE Essentials™ have roughly 70% of exactly the same investments, with the other 30% being carefully selected low cost alternatives.
Giving you the edge to achieve a positive future
Designed for younger generations who have longer investment timeframe or high net-worth investors who are looking for enhanced returns at relatively higher risks for part of their investment portfolios.
This portfolio invests in the major thematic that can provide investors higher than average growth opportunities by choosing the ‘edges’ that are likely to outperform over the next 10 to 20 years.
Empowering a better future
We will be selecting investments that look to minimise exposure or exclude investments particularly in areas with significant negative ESG risks using either a negative or positive screening approach or a combination of both.
Investing with CAREphilosophy®
CAREphilosophy® is a well-established investment strategy and is offered via our CARE managed portfolios. As one of the first adopters of managed portfolios, we understand the benefits they offer including simplicity and scalability, with the ownership of assets being tax-effective and the reporting on performance being timely and transparent.
Simply Sophisticated
Our CARE portfolios are professionally managed by high calibre professionals with a sound and disciplined investment process.
Both Investment and Behavioural
CARE portfolios enable clients to invest in a strategy that can be tailored to their financial needs and risk profiles for the long-term without making poor investment decisions.
Above-average Performance with Below-average Costs
Investing with portfolios that can deliver consistent results at low costs is crucial to build the wealth you will need to achieve financial independence and a great retirement.
Where you can let the markets do the work!
We invest in Exchanged Traded Funds (ETFs) wherever possible and majority of the underlying assets within the managed portfolios are indexed investment options that offer investors the benefits of broad diversification, liquidity and transparency.
What do the financial advisers say?
The investment philosophy has been welcomed by my clients seeking peace of mind and clarity in understanding their investments and the way they perform in certain market conditions. It’s a beautiful balance between sophisticated strategy and a simple structure. Clients often fear what they don’t understand and the Care Philosophy reassures them that there are strategies in place and at work for them at all times.
The tools and training resources are easy to follow and help is only ever a phone call away if need be. The investment committee are accessible, approachable and communicate regularly with up to date information that is informative, relevant and showcases the extensive research undertaken in the portfolios.
Tanya Carlson
Founder Amplify Wealth
One of the key factors allowing for substantial growth in my business has been the CARE Investment Philosophy. It allows for implementation of a sophisticated investment strategy which provides significant benefit to the client, however a key differentiating factor with CARE is the exceptional material designed to allow the client to understand the investment philosophy which creates a high level of client engagement.
The Investment Committee whilst highly regarded are always approachable and via their client centric communication provide valuable resources, we are are able to effectively outsource the investment management aspect of our business to a skilled team allowing me to focus on the client relationships, strategy and business growth.
Adam Chalk
Director Fruition Wealth
What do the experts say?
