Active Index Investing®
Combining the Best of Passive and Active Management
Your account at Fidelity, with daily liquidity & full access. $300,000 minimum. Sign up online.
Globally diversified balanced portfolio built with select index funds and ETFs. Tax aware by design. Our 0.12% pa fee is one of the lowest in the industry.
A simple algorithmic approach to portfolio management. Responsive to investor sentiment and asset valuation, reducing common human biases.
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Download our full investor presentation or invest with us online.