Simple, Low-Cost Investing
Simple, automated investing in globally diversified Vanguard index funds.
What is Synergy Regular Invest?
Synergy Regular Invest is a long-term savings plan that lets you regularly contribute to low-cost, globally diversified Vanguard index funds, administered by Standard Life. The funds provide exposure across thousands of stocks and bonds worldwide and are passively managed.
How it works
Step One
You set up automated regular contributions into your Synergy Regular Invest policy. This enforces consistent savings discipline.
Step Two
Standard Life invests your contributions into the specific Vanguard fund matched to your risk appetite.
Step Three
Your portfolio is automatically rebalanced and managed over time with no effort required by you.
Optional Extra
You can place your policy in a Bare Trust for seamlessly transferring it to beneficiaries later.
Why Vanguard Index Funds?
Vanguard is a trusted leader in low-cost index fund investing. Their philosophy is that most investors are better off with simple, diversified, long-term strategies rather than picking individual stocks. Their globally diversified index funds give you broad exposure expertly designed to save you money.
Why Regular Investing
- Consistent savings over long periods
- Euro cost averaging reduces market timing risks
- Compounding growth potential
- Tax handled at policy level - no need to file returns
Take our quick questionnaire to discover the Vanguard portfolio that perfectly matches your personal investing style and goals. Simplified, optimised investing is just a few clicks away.
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