Investment options

Investment options

Which investment portfolio is right for you?

Currently, Sorted 60plus uses, as a default, an expected rate of return that is generated from a 'conservative' portfolio of assets (30% shares and property).

Glossary: rate of return
What you earn on your investment as a percentage of the amount you invested. For example, if you by a house for $300,000, and it makes you $15,000 from rent each year (after all the running costs have been paid), the rate of return on your asset (the house) is 5% ($15,000 is 5% of $300,000).
Glossary: shares
Shares and equities refer to the same thing - a share in the ownership of a company and entitlement to any distributions (eg dividends).
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Investing made simple

Investing might seem like it’s only for rich people, but it’s really just a flash word for what to do with your savings to make your money grow.

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The higher the return, the higher the risk

Kiwi Story

Don was 25 when he decided to make his savings work harder for him. He’d been working since he ...

Shares are for the long term

Kiwi Story

A few years ago Matt followed some professional advice and invested $35,000 in two UK listed investment ...

Your nest egg

Semi-retirement / retirement is a time to think carefully about where your money is invested.

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Spending your savings

The main reason you have saved for retirement is so you can spend your savings in retirement. You will want to protect the full value of your savings.

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Tax and fees

Before you can compare products that you might invest your money in, you need to know how the fees you pay will be treated for tax purposes.

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