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14 April 2025 
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17 February 2025
Your investment type is Moderately Conservative (2/5)
Long term average
Best case outcome
Worst case outcome
*We estimate a % average annual return, which is not guaranteed.
*Past performance is not a guarantee of future performance
See how your investment should grow if you invest R for years
A conservative investment strategy can be described as a low-risk investment with the objective of generating above-inflation growth over a 3-year period. A conservative portfolio is comprised of stable and income funds.
A moderately conservative investment strategy can be described as a low to medium-risk investment with the objective of generating above-inflation growth over a 3 to 5-year period. A moderately conservative portfolio is comprised of stable and medium-equity funds.
A moderate investment strategy can be described as a medium-risk investment with the objective of generating growth well above-inflation over a 5 to 7-year period. A moderate portfolio is comprised of balanced and worldwide funds to achieve its investment objective.
A moderately aggressive investment strategy can be described as a medium to high-risk investment with the objective of generating returns well above inflation over the medium to long-term. A moderately aggressive portfolio is comprised of balanced and flexible funds.
An aggressive investment strategy can be described as a high-risk investment with the objective of generating maximum returns attainable from equity markets (shares) over the long-term. An aggressive portfolio is comprised of equity and value funds with exposure to both SA and offshore equity markets.
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Our Service Offering
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Welcome to Investonline
Advanced Retirement and Financial Planning
Investonline launched in 2009 to provide independent investment, financial, and estate planning advice tailored for the digital age, nationally.
Offering Living Annuities, Preservation Funds, Endowments, Retirement Annuities, Unit Trusts and Direct Offshore Investing, we make advanced Retirement Planning and Financial Planning accessible from anywhere, whether at home or in the office.
With nationwide service, each client has a dedicated Client Portfolio Manager and supporting team, ensuring a seamless, personalised approach to portfolio, financial, and estate management.
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At Investonline, we collaborate with clients to create personalized financial plans using our digital financial planning process. Our reports are tailored to your financial future and desired lifestyle.
After implementing your financial plan and structuring your investment portfolio, we regularly review both to help you stay on track toward your financial goals. This includes making necessary adjustments to your investment strategy or personalized plan.
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The Best Investment Decision I ever Made
From the time I first connected with Investonline many years ago, the feel-good element was present. Professional, friendly, and proactive advice and suggestions, have always been provided in the best interests of the client. I continue to be very happy with all interactions with Investonline, from my designated Financial Planner, to whoever else might be on the end of a telephone call or e-mail.
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Great to deal with a company who went out of their way to understand my specific needs and to explain their reasons for suggesting alternative investments to what I initially was considering. Admin and contact with Investonline has been excellent so far.
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As a complete stranger to investing large sums of money, the team at Ivestonline where unbelievably professional and my portfolio was created without a glitch. I am super confident of a long and prosperous relationship.
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Thank you once again for your excellent service Stuart. You are always there for us when necessary and we really appreciate your friendly and honest approach and very professional assistance. We look forward to a long and mutual relationship with you and Investonline.
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Investonline Portfolio Performance
Actual 15-year performance annualised from Mar 2010 to Mar 2025
12.0% Aggressive 15 Yr Annualised
10.2% Moderate 15 Yr Annualised
8.6% Conservative 15 Yr Annualised
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