You have more control with Custom Portfolio

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27-10-2021

We’re glad to see many Raizers grow their financial experience from investing and increase their knowledge from our blogs. Plus, we’ve received feedback that they want to have more control over their portfolio allocations. So… We are excited to tell you that now you can do exactly that, with our Custom Portfolio!

 

What is Custom Portfolio?

Unlike the three standard portfolios, the Custom Portfolio allows you to set the percentage allocation of each fund in the portfolio.

The funds in the Custom Portfolio are;

  1. Aberdeen Standard Islamic World Equity Fund
  2. UOB United-i Global Balanced Fund (Shariah)
  3. UOB United-i High Quality Sukuk Fund (Shariah)

 

How do I change to the Custom Portfolio?

You can do so by going to Home > Invest > Portfolio.

Need help? Click here to watch a video!

The choice is yours

Our Custom Portfolio can give you more control over how you invest.

Because you need to choose on your own, Custom Portfolio may not be suitable for everyone. You need to read our Terms and Conditions to determine if it is suitable for you.

 

Is the Custom Portfolio right for me?

As with any financial product, we recommend you read the Terms and Conditions to see if a Custom Portfolio is suitable for you. At any point in time, if you are in Custom Portfolio and want to change back to one of the three Raiz portfolios, it is as simple as changing your portfolio as you normally would.

Read more on frequently asked questions here.

 

 


Don’t have the Raiz App? 

Download it for free in the App store: 

 

 

 

Important Information 

The information on this website is general advice only. This means it does not consider any person’s investment objectives, financial situation or investment needs. If you are an investor, you should consult your licensed adviser before acting on any information contained in this article to fully understand the benefits and risk associated with the Raiz product. 

The information on this website is confidential. It must not be reproduced, distributed or disclosed to any other person. The information is based on assumptions or market conditions which change without notice. This will impact the accuracy of the information. 

Under no circumstances is the information to be used by, or presented to, a person for the purposes of deciding about investing in Raiz.