Our Australian Equity Portfolios
Our Income and Equity Growth portfolios are managed by Intelligent Investor, our in-house analyst team. They follow a value investing approach which involves searching for undervalued stocks that offer strong long-term prospects.
These portfolios offers investors exposure to a portfolio of 20 to 25 ASX listed securities with the objective to outperform their respective benchmark. These are our "Ferrari" portfolios, they can be volatile over the short term but over the long term we believe we have the right "value investing" approach to outperform the market. And our independently verified report shows over the last 18 years we have done exactly that, outperform!
Our Hybrid Portfolio
InvestSMART's Hybrid Income Portfolio is designed for investors seeking a regular income stream with a lower risk profile than ordinary shares and a higher return than cash and cash like investments.
Managed by the funds team at InvestSMART, it offers investors the ability to diversify their portfolio by investing across a selection of 10 to 25 ASX-listed debt and preference securities.