Say Hello to the New LifeGoals Equity ESG Portfolio

25 Apr 2023

LifeGoals is excited to announce our new LifeGoals Equity ESG portfolio, designed to provide clients with an investment strategy focused 100% on equities. This product is generally suitable for investors who are willing to take on a high level of risk for higher potential returns and are looking to invest for medium to long term.

At LifeGoals, we believe that responsible investing is an important part of a successful investment strategy, and we are proud to offer our clients an equity portfolio that invests in various sectors and geographies while incorporating environmental, social, and governance (ESG) considerations into its investment approach.

The LifeGoals Equity ESG portfolio is designed to be continually rebalanced, ensuring that investments remain in line with a client’s risk tolerance and long-term goals. This approach can help mitigate potential losses during market downturns and capture opportunities during market upswings.

LifeGoals is committed to providing our clients with a low-cost, flexible way to invest in a manner that aligns with their unique financial goals. With our 100% Equities Portfolio, clients can take advantage of our expertise and experience in global equity investing, while benefiting from the convenience and accessibility of our robo-advisor platform.

We invite our clients* to consider our new LifeGoals Equity Portfolio as part of their investment strategy. Our investment professionals are available to answer any questions and help determine if this portfolio is suitable for their investment goals and risk tolerance. Together, we can work towards achieving long-term financial success.

Curious to see the asset allocation? See it here.

* These higher risk strategies are not compatible with the IPS for the LifeGoals Multi-Employer Provident Fund and are thus not available to provident fund members.

RISK WARNING — With any investment, your capital is at risk. Depending on the risk that you choose to take, the value of your portfolio with LifeGoals Financial Services Limited can go down as well as up and you may get back less than you invest. Risk is an unavoidable component of investing. Past performance is no guarantee of future results nor is it necessarily indicative of future performance. If you are in doubt about whether an investment is suitable for you, please contact us.