Luxivest
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Four risk levels

Investment plans

Every plan below sets out its risk level, minimum, term, fees, liquidity, withdrawal conditions, custody arrangement and main risks. Where a detail has not yet been confirmed it is shown as an open item rather than filled in.

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Conservative

The lowest risk level in the Luxivest range. Built to limit the size of price swings rather than to chase the largest possible outcome.

Performance: High
Minimum investment
$500.00
Maximum investment
$25,000.00
Investment period
90 days
Full plan disclosure
Plan name
Conservative
Risk level
conservative — Lowest risk level offered. Intended to reduce the size of price swings compared with the other plans. It does not remove the risk of loss.
Minimum investment
$500.00
Assets included
To be confirmed: the assets held in this plan
Investment period
90 days. Fixed term, shown on each plan. Funds are committed for the whole term unless an early exit is available.
Fees
To be confirmed: the fee schedule for this plan

The full list of fee types is published on the Fees and Charges page. No amount may be charged to you before it is published there.

Liquidity
To be confirmed: whether this plan can be exited before the term ends
Withdrawal conditions
To be confirmed: the withdrawal conditions for this plan

The general process is set out in the Deposit and Withdrawal Policy.

Return methodology
To be confirmed: how any return on this plan is calculated and verified

Until this is published, no return figure should be relied on. Luxivest does not display projected or historic percentages for this plan.

Custody arrangement
To be confirmed: who holds the assets in this plan

See Custody and Asset Ownership for the current position.

Main risks
  • A lower risk level does not mean low risk. Losses are still possible.
  • Cryptoasset prices are highly volatile. The value of your investment can fall as well as rise and you may lose some or all of the money you put in.
  • Cryptoassets are not covered by any deposit guarantee or investor compensation scheme.
  • If Luxivest ceases to operate, recovery of your assets is not guaranteed. See the Custody and Asset Ownership policy.
Who this plan is suitable for
To be confirmed: the target market for this plan

Luxivest has not completed a suitability assessment framework, so it cannot tell you whether this plan is appropriate for you. Consider taking independent advice.

Who this plan is not suitable for
To be confirmed: the negative target market for this plan
Read the key information first

Balanced

A medium risk level that spreads the allocation more widely and accepts larger movements in value.

Performance: High
Minimum investment
$1,000.00
Maximum investment
$50,000.00
Investment period
180 days
Full plan disclosure
Plan name
Balanced
Risk level
balanced — Medium risk level. Accepts larger price movements than the conservative plan in exchange for a wider range of possible outcomes.
Minimum investment
$1,000.00
Assets included
To be confirmed: the assets held in this plan
Investment period
180 days. Fixed term, shown on each plan. Funds are committed for the whole term unless an early exit is available.
Fees
To be confirmed: the fee schedule for this plan

The full list of fee types is published on the Fees and Charges page. No amount may be charged to you before it is published there.

Liquidity
To be confirmed: whether this plan can be exited before the term ends
Withdrawal conditions
To be confirmed: the withdrawal conditions for this plan

The general process is set out in the Deposit and Withdrawal Policy.

Return methodology
To be confirmed: how any return on this plan is calculated and verified

Until this is published, no return figure should be relied on. Luxivest does not display projected or historic percentages for this plan.

Custody arrangement
To be confirmed: who holds the assets in this plan

See Custody and Asset Ownership for the current position.

Main risks
  • Price swings can be significant over short periods.
  • Cryptoasset prices are highly volatile. The value of your investment can fall as well as rise and you may lose some or all of the money you put in.
  • Cryptoassets are not covered by any deposit guarantee or investor compensation scheme.
  • If Luxivest ceases to operate, recovery of your assets is not guaranteed. See the Custody and Asset Ownership policy.
Who this plan is suitable for
To be confirmed: the target market for this plan

Luxivest has not completed a suitability assessment framework, so it cannot tell you whether this plan is appropriate for you. Consider taking independent advice.

Who this plan is not suitable for
To be confirmed: the negative target market for this plan
Read the key information first

Growth

A high risk level concentrated in assets that move sharply in both directions.

Performance: High
Minimum investment
$2,500.00
Maximum investment
$100,000.00
Investment period
270 days
Full plan disclosure
Plan name
Growth
Risk level
growth — High risk level. Concentrated in assets that move sharply in both directions.
Minimum investment
$2,500.00
Assets included
To be confirmed: the assets held in this plan
Investment period
270 days. Fixed term, shown on each plan. Funds are committed for the whole term unless an early exit is available.
Fees
To be confirmed: the fee schedule for this plan

The full list of fee types is published on the Fees and Charges page. No amount may be charged to you before it is published there.

Liquidity
To be confirmed: whether this plan can be exited before the term ends
Withdrawal conditions
To be confirmed: the withdrawal conditions for this plan

The general process is set out in the Deposit and Withdrawal Policy.

Return methodology
To be confirmed: how any return on this plan is calculated and verified

Until this is published, no return figure should be relied on. Luxivest does not display projected or historic percentages for this plan.

Custody arrangement
To be confirmed: who holds the assets in this plan

See Custody and Asset Ownership for the current position.

Main risks
  • Large drawdowns should be expected. This plan is not appropriate for money you may need at short notice.
  • Concentration risk: a small number of assets can drive most of the outcome.
  • Cryptoasset prices are highly volatile. The value of your investment can fall as well as rise and you may lose some or all of the money you put in.
  • Cryptoassets are not covered by any deposit guarantee or investor compensation scheme.
  • If Luxivest ceases to operate, recovery of your assets is not guaranteed. See the Custody and Asset Ownership policy.
Who this plan is suitable for
To be confirmed: the target market for this plan

Luxivest has not completed a suitability assessment framework, so it cannot tell you whether this plan is appropriate for you. Consider taking independent advice.

Who this plan is not suitable for
To be confirmed: the negative target market for this plan
Read the key information first

Aggressive

The highest risk level offered. Only appropriate for money you can afford to lose in full.

Performance: High
Minimum investment
$5,000.00
Maximum investment
$250,000.00
Investment period
365 days
Full plan disclosure
Plan name
Aggressive
Risk level
aggressive — Highest risk level offered. A total loss of the amount invested is a realistic outcome.
Minimum investment
$5,000.00
Assets included
To be confirmed: the assets held in this plan
Investment period
365 days. Fixed term, shown on each plan. Funds are committed for the whole term unless an early exit is available.
Fees
To be confirmed: the fee schedule for this plan

The full list of fee types is published on the Fees and Charges page. No amount may be charged to you before it is published there.

Liquidity
To be confirmed: whether this plan can be exited before the term ends
Withdrawal conditions
To be confirmed: the withdrawal conditions for this plan

The general process is set out in the Deposit and Withdrawal Policy.

Return methodology
To be confirmed: how any return on this plan is calculated and verified

Until this is published, no return figure should be relied on. Luxivest does not display projected or historic percentages for this plan.

Custody arrangement
To be confirmed: who holds the assets in this plan

See Custody and Asset Ownership for the current position.

Main risks
  • A total loss of the amount invested is a realistic outcome.
  • Highly concentrated and highly volatile. Not appropriate for anyone who cannot afford to lose the full amount.
  • Liquidity risk: some assets may be difficult to sell quickly at a fair price.
  • Cryptoasset prices are highly volatile. The value of your investment can fall as well as rise and you may lose some or all of the money you put in.
  • Cryptoassets are not covered by any deposit guarantee or investor compensation scheme.
  • If Luxivest ceases to operate, recovery of your assets is not guaranteed. See the Custody and Asset Ownership policy.
Who this plan is suitable for
To be confirmed: the target market for this plan

Luxivest has not completed a suitability assessment framework, so it cannot tell you whether this plan is appropriate for you. Consider taking independent advice.

Who this plan is not suitable for
To be confirmed: the negative target market for this plan
Read the key information first