The selection of funds in each portfolio is based on historical data, recent performance and the ease of doing business with AMCs. The returns are optimized for set levels of risk.

The actual funds are selected on the basis of cost, how well the fund tracks its index and the reputation of the fund provider (AMCs).

Fund selection is reviewed annually, and, if necessary, adjusted at the end of each calendar year. For more information regarding the funds, please read the Key Investor Information Documents (KIID) for each fund.

Please remember that Capitalyze® does not offer financial advice and that it is your responsibility to ensure that the funds and your asset allocation are suitable for your own personal circumstances.