Lipertis Insurance Consultants

Investment funds

Grow your wealth with purpose.

Different investors have different time horizons, objectives and tolerance for risk. Advice begins by understanding yours.

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Personal guidance

Clarity before commitment.

Growth Fund

Described as a high investment risk fund for investors seeking higher potential returns over a long-term horizon.

  • High investment risk
  • Annual management fee: 1.20%
  • Start date: 31 October 2002

Current allocation · June 2026

Foreign equities 62.72% · Foreign bonds 18.45% · Cash and cash equivalents 15.17% · Property investments 3.66%. Investment advisers listed: CISCO, UBS, JPMorgan, Goldman Sachs and PIMCO.

Past performance is not a reliable indicator of future results. Investment values can rise or fall and capital is at risk.

A considered next step

Let’s talk about what matters to you.

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