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Investing

Accordia Asset Management Limited (AAML) is licensed under the Financial Markets Conduct Act 2013 as a manager of registered schemes.

AAML is the manager of the Accordia Portfolios (Scheme) and has lodged a Product Disclosure Statement (PDS) and Fund updates for the Offer of investments into the A200 (previously the Conservative Portfolio), A300 (previously the Balanced Portfolio) and A400 (previously the Growth Portfolio) on Disclose.

Should you wish to obtain a copy of the current versions of our governing documents - Trust Deed or Statement of Investment Policies and Objectives (SIPO), the PDS and Fund updates or our latest Financial Statements, please visit Disclose by clicking the link or on request by contacting the Manager.
Note: To locate the latest Fund Updates on Disclose, select Search Offers. In the “Offer name or number” type Accordia or use our offer number of OFR10675. Fund Updates are located under the Filings tab.

If you would like to speak to a financial adviser about the offer or these documents, please visit our page "Meet the Team" for contact details.

 


Investing Successfully


The prospect of managing your own investments can seem either very exciting or absolutely terrifying.

In order to invest successfully you need to have:
  • Professional investment management training and experience
  • Access to the latest expert information
  • Detailed understanding of how markets and financial instruments work
  • Comprehensive knowledge of relevant regulation, compliance and tax laws
  • Significant time to constantly monitor and manage your holdings

In our experience, the people who do this most successfully are professional investment managers. At Accordia, it’s only done by our professional Investment Managers. Our Financial Advisers only advise clients. Investment management is a separate and specialist skill.

Why not take advantage of our investment management solutions, confident in the knowledge that your investments are receiving the professional care and attention they need?

Take the next step and Contact us