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Frequently asked questions and other supporting information

Investing with Us
Professionally Managed Accounts

What is the difference between the Intelligent Investor Model portfolios & the InvestSMART Diversified portfolios?

The Intelligent Investor Model portfolios invest in Australian listed equities managed by our Australian Equities Portfolio Manager. The aim is to outperform the ASX 200 Accumulation Index and follows a value investing approach of finding undervalued stocks in the market.

The InvestSMART Portfolios use Exchange Traded Funds (ETFs) to provide investors with broad exposure across a range of asset classes and regions, which can help diversify your portfolio and spread your overall risk. Professionally managed by our Portfolio Manager, our Active Asset Allocation Portfolio objective is to provide investors returns in line with the benchmark minus our fees by investing in blend of our preferred Exchange Traded Funds (ETFs).

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