Which Moneybox fund is right for me?

We offer three different funds so you can choose a level of risk that feels right for you, based on your financial goals and how long you plan to invest.

Each Moneybox fund has been created taking into account 3 different risk levels: Cautious, Balanced, and Adventurous.

• Cautious: This fund is mainly invested in bonds. The risk is low, but so are the potential returns.

• Balanced: This fund has a similar mix of bonds and stocks - meaning your money has a moderate potential for growth.

• Adventurous: This fund is mainly invested in stocks. It’s for those looking for higher potential returns in exchange for taking on more risk.

You can find more information on each fund by referring to its Key Investor Information Document. Please note that past performance is not a guarantee of future performance and, as with all investing, your capital is at risk.

Unfortunately, we aren’t able to offer advice on which fund is best for you, so if you’re unsure about which fund to choose, we recommend that you speak with an appropriately qualified financial adviser.