Take the Investor Journey and discover a range of tools, tips & trends to help in your investing
Excela’s aim is to make investing easy. We offer a range of investment options that are a great place to start for most investors. Explore these steps in the Investor Journey, and look out for new additions to this part of the site.
- Investment Basics: Helpful information and tools about investing for those starting out
- Quit Work Calculator: How long till you can comfortably retire with a good lifestyle?
- Freedom EMag: Subscribe to Excela’s E-News for regular updates, helpful tips and trends
- Investor Centre: Existing Investors – log in to view your portfolio
7 reasons to change your investing now
1. Investing the Excela way
The Excela Funds provide you with the most direct way of implementing our investment strategy and have it constantly adjusted in line with our outlook.
2. Monthly monitoring and adjustment
If the outlook changes for an underlying investment, asset class or even a trusted investment manager, cascading adjustments can be quickly implemented as often as monthly if necessary.
3. Greater diversification
Lower levels of volatility are usually a benefit of diversification. The Excela funds are structured to invest in multiple underlying investments that provide exposure to a broad range of investment managers, asset classes and strategies within the one Fund.
4. Increased Flexibility
Flexibility is important when circumstances change. The Excela funds have been designed to allow you as much flexibility to top up your investment, adjust your regular contributions or sell down quickly as possible. Low initial investment amounts and regular contributions make them accessible to almost anyone and Margin Lending provides more aggressive investors with leverage if desired. You can put money in or take it out of any of the Excela funds as often as monthly.
5. Access to broader range of investments
Many of the underlying investments in the Excela funds are usually out of reach for most individual investors. These investments are often ‘wholesale’ or foreign investments that are open only to institutional or high net worth investors. Now, through the Excela Funds, you can have access to them too.
6. Easy portfolio monitoring
Because the Excela Funds each hold multiple underlying investments, one fund can replace the paperwork and reporting of ten or more! You can access regularly updated information and analysis on your investments in one place so it’s easy to see at a glance how your investment is doing.
7. Stay fully informed with the Excela Investor Centre
Login regularly to monitor the performance of your investments, review your progress towards your goals and plan the next addition to your portfolio.
What can I do next?