Local Funds (fact sheets)

Our Aven Consulting investment fund fact sheets for the month of May is available under  "Our Funds"

We have tailored solutions available to assist in finding the balance between growth and risk management.

Below is a summary of the performances, with all the one month returns being positive Year To Date returns are also shaping up.

💼 Cautious Fund – Stability & Wealth Protection

Annualized return: 15.1%, outperforming traditional conservative portfolios and beating peers with more than a percent.

🚀 Moderate Fund – Steady Returns with Balanced Risk

Annualized return: 15.9%, proving long-term reliability with solid returns of 12.95% annually over 5 years and a satisfactory return of just under 9% for 10 years (especially considering the negative periods experienced since 2015)

🌎 Moderate Aggressive Fund – Maximized Returns with Managed Risk

Annualized return: 15.7%, solidifying its position as a top-performing investment fund returning around 2% more than peers over most periods.

🔹 Flexible Fund – High-Growth Global Exposure

Annualized return: 12%, consistently exceeding benchmarks with returns over the past 5 years being more than 12% per year average.

These great returns should have any investor smiling and keeping you on track with your investment goals.