Stonewood manages investment funds designed to deliver a targeted return and risk profile over a medium to long term period. Clients select these funds based on their investment objective and risk profile.
Active Investment Portfolios
These funds provide a range of equity orientated portfolios with varying risk exposures
Core Wealth Management Portfolios
These funds provide a range of asset allocation strategies designed to enable clients to select a target return based on their risk and return profile. Each of these funds primarily utilises low cost ETFs to achieve its objectives with an overlay of investments in active fund managers.