Overview
Index investing is an attractive strategy for those seeking a straightforward, cost-effective way to participate in the stock market. This method offers broad market exposure, diversification, and lower fees than actively managed funds. Index investing aligns well with long-term investment strategy, as it is based on the principle of market performance over time rather than attempting to outperform the market through stock picking or market timing.
Who is it For?
- Investors Seeking Long Term Capital Growth
- Investors Seeking Diversification
- Investors With a Long Time Horizon
Key Facts
Eligibility
All
Annual Target Return
5-10%
Investment Minimum
Initial: $20,000
Management Fee
1.00%
Liquidity
Medium
Time Horizon
3-5 Years