Changes to your investment portfolio

Strategic Asset Allocation

Overview of changes

Findex is constantly refining the way we manage your wealth and that includes regularly reviewing our investment approach to help ensure it remains in your best interests.

As part of our review process, we have recently reviewed the Strategic Asset Allocation (SAA) of your investment portfolios.

Watch this video to find out what's changed.

Download this helpful fact sheet to learn more about the changes to our SAA

Certainty in uncertain times: Find out how our portfolios have consistently outperformed the benchmark since their inception over ten years ago

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