Actionable, longterm investment ideas
As the demand for low cost globally diversified investment option grows, InvestSMART leads the Australian market. Below, you'll find a selection of investment opportunities. Click through to see if the investment is what you are looking for. If you are unsure how to pick an investment that matches your requirements, click here to use our robo advisor.
Income Model
Returns since inception as at 29 Dec 2014
Conservative Model
Returns since inception as at 29 Dec 2014
Balanced Model
Returns since inception as at 29 Dec 2014
Growth Model
Returns since inception as at 24 Oct 2014
High Growth Model
Returns since inception as at 27 Oct 2014
International Equities Model
Returns since inception as at 24 Oct 2014
Property Model
Returns since inception as at 23 Dec 2015
Fixed Income Model
Returns since inception as at 23 Dec 2015
II Growth Model
Returns since inception as at 1 Jul 2015
II Equity Income Model
Returns since inception as at 1 Jul 2015
Our Intelligent Investor Model Portfolios
Our Intelligent Investor team of analyts hunt for undervalued stocks all day so that you don't have to.
A $100,000 investment in the All Ords on 1 June 2001 would have produced $412,406 by 30 June 2015. Had members followed all Intelligent Investor’s recommendations at the time we made them over the same period, that sum would be $644,514, a difference of over $230,000*.
The Intelligent Investor Income Portfolio returned an average of 13.5% annually 10 July 2001 to 31 December 2015, and the Model Growth Portfolio has returned an average of 10.3% annually 7 August 2001 to 31 December 2015.
* Income Portfolio inception on 10 July 2001, Index returned 7.8%. Growth Portfolio inception 7 Aug 2001, Index return 7.7%. Returns calculated 31 December 2015. Intelligent Investor portfolios do not take into account transaction costs or tax.Investment Committee & Our Research Team
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.
Chief Investment Officer
Alastair Davidson
Chief Operating Officer
Ron Hodge
Executive Chairman
Paul Clitheroe
Head of Research
James Carlisle
Portfolio Advisor