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What investment portfolios does Jarvis offer?

An overview of Jarvis’s three pre-built portfolios and the self-select option.

Updated today

Jarvis offers three pre-built portfolios plus a self-select option where you choose your own funds:

  • Conservative: Prioritises capital preservation. Suitable for 3+ year horizons. Mostly bonds and fixed interest.

  • Moderate: Balanced approach seeking growth. Suitable for 5+ year horizons. Mix of equities and bonds.

  • Adventurous: Focused on capital growth. Suitable for 5–7+ year horizons. Mostly equities.

The value of investments can go up as well as down. Past performance is not a reliable indicator of future results.


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