One Retirement makes fund selection straightforward – narrowing the thousands of options to around 100 that we think are the very best. The aim is to help you and your clients find quality funds more easily:
- Our concise range makes choosing funds straightforward
- There are options in each major asset class
- You can adopt different investment strategies to suit accumulation, drawdown or a mix of both
- You can create model portfolios for use with multiple clients
- Automatic rebalancing helps maintain your clients’ risk profiles
This leaves more time for you to spend advising your clients.
The value of an investment can fall as well as rise and isn't guaranteed. Your client could get back less than they invest. There's no guarantee that fund objectives will be met.