Invest in our portfolios

All InvestSMART Portfolios are actively managed by our expert team of analysts and overseen by our Investment Committee to ensure you have the right mix of securities to meet your investment objectives.

Not sure which portfolio would suit your investment requirements? Get some help from our robo advisor and complete a Portfolio Health Check.

Intelligent Investor - Growth

Growth

12.41%

Returns p.a. since inception after fees before expenses from 1 Jul 2015

Intelligent Investor - Equity Income

Equity Income

13.65%

Returns p.a. since inception after fees before expenses from 1 Jul 2015

InvestSMART - Income

Income

4.52%

Returns p.a. since inception after fees before expenses from 29 Dec 2014

InvestSMART - Growth

Growth

7.55%

Returns p.a. since inception after fees before expenses from 24 Oct 2014

InvestSMART - International Equities

International Equities

10.41%

Returns p.a. since inception after fees before expenses from 24 Oct 2014

InvestSMART - Property

Property

9.06%

Returns p.a. since inception after fees before expenses from 30 Dec 2015

InvestSMART - Fixed Income

Fixed Income

2.77%

Returns p.a. since inception after fees before expenses from 30 Dec 2015

Investment Committee

The Investment Committee's primary role is to review and, if thought fit, approve investment portfolios for use in the InvestSMART suite of investment products (“InvestSMART Portfolios”) which includes the Intelligent Investor portfolios. The Committee is also responsible for the ongoing monitoring and review of the investment portfolios.

Paul Clitheroe

Paul Clitheroe

Chairman

Ron Hodge

Ron Hodge

Managing Director

Alastair Davidson

Alastair Davidson

Chief Investment Officer

James Carlisle

James Carlisle

Head of Research