Investment solutions

Invest with intention.

Explore investment options designed around different objectives, time horizons and levels of market exposure. Select the approach that best aligns with your circumstances and goals.

Explore options Client access

Structured choices

Market-based investing

Choose your approach

Investment options, clearly defined.

Different strategies can serve different objectives. Review the characteristics, risks and requirements before selecting an investment.

01 Available option

Core

A foundational investment approach designed for investors seeking broad market participation.

Objective Long-term growth

Horizon Long term

02 Available option

Growth

A growth-oriented approach for investors comfortable accepting greater market exposure in pursuit of their objectives.

Objective Capital growth

Horizon Long term

03 Available option

Diversified

A diversified approach combining multiple asset exposures to help spread concentration across a portfolio.

Objective Diversification

Horizon Flexible

The options shown above are illustrative until their final investment mandates, eligibility requirements, fees, risks and terms are configured. Investment values can rise or fall and investors may lose some or all of their invested capital.

Before you invest

The right choice starts with you.

An investment should reflect your circumstances, not simply a target number. Consider the factors that shape how much risk and market movement you can reasonably accept.

Objective

Define what you are investing for and what you want your capital to accomplish.

Time horizon

Consider when you may need access to your capital and how long you can remain invested.

Risk tolerance

Understand how comfortable you are with fluctuations and the possibility of losing invested capital.

Liquidity

Consider how readily you may need to access your funds and whether restrictions could affect your plans.

Investment principle

There is no single investment approach that is appropriate for everyone. Review the relevant information and risks before making an investment decision.

Your next step

Choose with clarity. Invest with purpose.

Review the available investment options, understand the associated risks and requirements, and continue to Client Access when you are ready.

Continue to Client Access About Bayshore

Investing involves risk, including possible loss of principal. Past performance is not indicative of future results. Investment availability, eligibility, fees, terms and conditions depend on the applicable investment offering and investor circumstances.