InvestSMART Diversified Portfolios

Create your own diversified portfolio, designed by experts and automated for efficiency.

Smart investing by design

Simplicity.

Create a diversified portfolio of global assets in one simple investment.

Expertise.

Each portfolio is designed by strategic asset allocation specialists, then automated for efficiency and responsiveness.

Learn more about asset allocation >

Control.

Your portfolio is structured as a separately managed account (SMA), so you retain beneficial ownership and control.

Learn more about SMAs >

Low, low fees.

We harness the power of exchange traded funds (ETFs) to combine maximum diversification with lower costs.

Learn more about ETFs >

Automated for excellence.

Our unique automated investment features take the guesswork out of investing, streamlining everything from transactions to rebalancing.

Learn more about Robo Advice >

Performance.

Our sophisticated portfolio design maximises performance at every risk level, through optimised diversification and lower fees.

How it works

  • 1

    Choose your risk profile

    Tell us your goals and we'll automatically suggest a portfolio to match. Choose your risk profile now.

  • 2

    Choose your diversified portfolio

    Choose a portfolio of globally diversified, low cost ETFs.

  • 3

    Invest

    Download the PDS and apply. We'll set up your SMA and take care of day-to-day management - while you relax and watch your money work.

Why it works

  • Intelligent asset allocation is a key driver of better investment performance. Our six designer portfolios are carefully optimised to give you the right balance.
  • Sadly, most active investors don't beat the market -including 75% of active Australian share funds.* By using index-tracking ETFs, we take the emotion and the guesswork out of investing, while keeping fees low.
  • Even better, we use investment automation to build in best practice and deliver a high quality service for less.

Choose your portfolio

Income Portfolio

Designed for sustainable income with low risk.

Risk rating: Low
Income potential: High
Growth potential: Low

View Portfolio

Conservative Portfolio

Designed for a reliable return with security.

Risk rating: Low
Income potential: Medium
Growth potential: Low

View Portfolio

Balanced Portfolio

Designed for a moderate, medium-term return with reduced risk.

Risk rating: Medium
Income potential: Medium
Growth potential: Medium

View Portfolio

Growth Portfolio

Designed for growth over the medium term.

Risk rating: High
Income potential: Low
Growth potential: High

View Portfolio

High Growth Portfolio

Designed for higher growth over the longer term.

Risk rating: Very high
Income potential: Low
Growth potential: Very high

View Portfolio

International Portfolio

Designed for diversification into high growth international shares.

Risk rating: Very high
Income potential: Low
Growth potential: Very high

View Portfolio

Find out more 1300 880 160

* The proportion of actively managed general Australian equity funds outperformed by the ASX 200 in the five years to June 2014. Source: S&P Dow Jones Indices SPIVA® Australia Scorecard, Mid-Year 2014.