Model Portfolios

Understanding our model portfolios

InvestSMART has eight model portfolios which show you how to diversify, protect and grow your capital over time.

Whether you're aiming for capital gains or steady income, these professionally curated portfolios have you covered.

{{ key.substr(0, key.indexOf(',')) }}

{{ key.substr(key.indexOf(',') + 1, key.length) }}

{{ i.provider }}

{{ i.shortName }}

{{ i.portfolio.type.id == 4 ? i.portfolio.type.name : 'Portfolio' }}

  • + {{ i.returnInception }}% N/A PERFORMANCE*
  •  
    {{ i.timeframe }}
  • {{ i.returnInceptionAnnualised }}% Estimated Income p.a.
*Return per annum since {{ i.inceptionDate | date:'dd MMM yyyy' }} after investment and admin fees as at {{ i.returnDate | date:'dd MMM yyyy' }}.  

{{ i.description }}

Upcoming Events

Attend one of our upcoming events run by our in-house financial experts.

View more Events
Let's Get Invested
Using the Portfolio Manager
The DIY Portfolio: Getting started