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 - II Growth Model

II Growth Model

21.50%

Returns since inception before fees from 1 Jul 2015

Intelligent Investor - II Equity Income Model

II Equity Income Model

20%

Returns since inception before fees from 1 Jul 2015

InvestSMART - Income Model

Income Model

6%

Returns since inception before fees from 29 Dec 2014

InvestSMART - Conservative Model

Conservative Model

5.25%

Returns since inception before fees from 29 Dec 2014

InvestSMART - Balanced Model

Balanced Model

5.77%

Returns since inception before fees from 29 Dec 2014

InvestSMART - Growth Model

Growth Model

8.34%

Returns since inception before fees from 24 Oct 2014

InvestSMART - High Growth Model

High Growth Model

8.45%

Returns since inception before fees from 27 Oct 2014

InvestSMART - International Equities Model

International Equities Model

11.48%

Returns since inception before fees from 24 Oct 2014

InvestSMART - Property Model

Property Model

17.23%

Returns since inception before fees from 23 Dec 2015

InvestSMART - Fixed Income Model

Fixed Income Model

4.14%

Returns since inception before fees from 23 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

Jonathan Ramsay

Jonathan Ramsay

Portfolio Advisor