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What is an investment plan?

Each investment plan on our platform has a unique risk and return profile, allowing you to choose the plan that’s right for you and your personal investment goals.

An investment plan automatically allocates your investment across one or more of our funds and each of these funds intends to invest in a diversified pool of high-quality assets.

Investors can choose between one of our four investment plans; Supplemental Income plan, Long-Term Growth plan, Balanced Investing plan, or our Venture Capital plan.

To help you decide, we created a plan comparison page.

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What is an investment plan?

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