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Both plans receive the same features and benefits. A discount may be available for members that decide to pay annually.
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Investing Made Simple
From finding the right portfolio to rebalancing your existing portfolio, we've got you covered.
Easy filters to find your investment portfolio
BETA
or get a more detailed Statement of Advice
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Building the right Investment Plan
Finding the right portfolio
3 easy steps
1
Set Financial Goal
Understanding your time horizon
2
Portfolio HealthCheck
Answer some simple questions
3
Get Investment Plan
Find the right portfolio for you
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Understanding your time horizon
Answer some simple questions
Find the right portfolio for you
Loading portfolios
Time is the most critical aspect of investing. Before continuing you need to consider what is your investment goal and how long before you wish to achieve it.
The shorter your timeframe the more conservative you should be with your investments.
The longer your time horizon the better your portfolio is able to weather the short term ups and downs and reap the rewards of generally higher markets returns long term.
Disclaimer
Information you provide will help filter our investment solutions so that we can provide general advice on which product may be appropriate. This is not personal specific advice and you should consider if the investment solution is appropriate for your personal objectives, financial situation and needs.
I'm looking to invest into a
portfolio
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and I would like more exposure to
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- Overview
- Allocation
- Performance
- Fees
- Suggested timeframe: {{ popupSelectedModel.timeframe }}
- Risk Rating: {{ popupSelectedModel.riskRating || 'N/A' }}
- Benchmark Index: {{ popupSelectedModel.benchmark.name || 'N/A' }}
- Inception date: {{ (popupSelectedModel.inceptionDate | date:'dd MMM yyyy') || 'N/A' }}
- Performance S.I.: {{ popupSelectedModel.returnInception | percentage:1:100:'N/A' }} p.a.
- Estimated income: {{ popupSelectedModel.returnInceptionAnnualised | percentage:1:100:'N/A' }} p.a.
- {{ getAssetAllocationValue(i) | percentage:2:100 }}
- {{ i.name }}
| As at {{ popupSelectedModel.returnDate | date:'dd MMM yyyy' }} | 1 yr. | 2 yr. | 3 yr. | 4 yr. | SI* p.a |
| {{ popupSelectedModel.name }} | {{ popupSelectedModel.stats.returns.adjReturn1Year | percentage:2:1:'N/A' }} | {{ popupSelectedModel.stats.returns.adjReturn2Year | percentage:2:1:'N/A' }} | {{ popupSelectedModel.stats.returns.adjReturn3Year | percentage:2:1:'N/A' }} | {{ popupSelectedModel.stats.returns.adjReturn4Year | percentage:2:1:'N/A' }} | {{ popupSelectedModel.returnInception | percentage:2:100:'N/A' }} |
| Avg of {{ popupSelectedModel.benchmark.peers.peerCount }} Peers | {{ popupSelectedModel.benchmark.peers.returns.return1Year | percentage:2:1:'N/A' }} | {{ popupSelectedModel.benchmark.peers.returns.return2Year | percentage:2:1:'N/A' }} | {{ popupSelectedModel.benchmark.peers.returns.return3Year | percentage:2:1:'N/A' }} | {{ popupSelectedModel.benchmark.peers.returns.return4Year | percentage:2:1:'N/A' }} | N/A |
| Excess to Peers | {{ popupSelectedModel.stats.returns.adjReturn1Year && popupSelectedModel.benchmark.peers.returns.return1Year ? popupSelectedModel.stats.returns.adjReturn1Year - popupSelectedModel.benchmark.peers.returns.return1Year : null | percentage:2:1:'N/A' }} | {{ popupSelectedModel.stats.returns.adjReturn2Year && popupSelectedModel.benchmark.peers.returns.return2Year ? popupSelectedModel.stats.returns.adjReturn2Year - popupSelectedModel.benchmark.peers.returns.return2Year : null | percentage:2:1:'N/A' }} | {{ popupSelectedModel.stats.returns.adjReturn3Year && popupSelectedModel.benchmark.peers.returns.return3Year ? popupSelectedModel.stats.returns.adjReturn3Year - popupSelectedModel.benchmark.peers.returns.return3Year : null | percentage:2:1:'N/A' }} | {{ popupSelectedModel.stats.returns.adjReturn4Year && popupSelectedModel.benchmark.peers.returns.return4Year ? popupSelectedModel.stats.returns.adjReturn4Year - popupSelectedModel.benchmark.peers.returns.return4Year : null | percentage:2:1:'N/A' }} | N/A |
| Amount invested | Our management fees |
| $10,000 to $18,000 | $99 p.a. |
| $18,000 to $82,000 | 0.55% p.a. |
| $82,000+ | $451 p.a. capped fees |