Investment options for Synergy PRSAs
With a Synergy PRSA, your client has a wide range of investment options to choose from. If they’re not sure what their attitude to risk is, our Risk Profiler could help.
Investment options include:
Ready made portfolios
• MyFolio Active funds
• MyFolio Market funds
• Global Index funds
Responsible investments
• ESG funds
Vanguard funds
• Index funds
• Global Index funds
Along with deposits, execution-only stockbroking in company shares, government and corporate bonds.
Our Investment Solutions team can provide you with insights, reviews and performance analysis and, access to fund managers that put you and your client in control.