Investment. Engineered. For you.

    IMX, our discretionary managed portfolio service, is designed with your financial goals at the centre and a focus on creating real value for money.

    Your adviser will work with you to understand your financial goals and match them to the right IMX investment portfolio for you.

    There are 23 IMX portfolios engineered to align financial goals and investments. With 12 portfolios focused on investment growth and another 11 on taking regular income, IMX caters for a wide range of financial goals.

    You can find out more about IMX portfolios in the factsheets below.

    This useful guide explains IMX and how we'll help your adviser find the portfolio best suited to your financial planning needs.

    This document explores our investment principles, covering our investment approach and the building blocks for constructing IMX portfolios.

    IMX portfolio factsheets

    Here you'll find the latest factsheets for IMX grow and spend. These are updated quarterly and can be easily downloaded.

    IMX grow

    The IMX grow portfolios have been designed with you in mind if your goals are focused on investment growth. Find out more below.


    IMX spend

    The IMX spend portfolios have been designed with you in mind, if your goals are focused on taking a regular income. Find out more below.


    For more information on IMX, please contact your financial adviser.

    Past performance is not a reliable guide to future performance.
    The value of an investment can go down as well as up, and may be less than the amount(s) paid in.