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.
Growth Model
Returns p.a. since inception after fees before expenses from 1 Jul 2015
Equity Income Model
Returns p.a. since inception after fees before expenses from 1 Jul 2015
Income Model
Returns p.a. since inception after fees before expenses from 29 Dec 2014
Conservative Model
Returns p.a. since inception after fees before expenses from 29 Dec 2014
Balanced Model
Returns p.a. since inception after fees before expenses from 29 Dec 2014
Growth Model
Returns p.a. since inception after fees before expenses from 24 Oct 2014
High Growth Model
Returns p.a. since inception after fees before expenses from 27 Oct 2014
International Equities Model
Returns p.a. since inception after fees before expenses from 24 Oct 2014
Property Model
Returns p.a. since inception after fees before expenses from 30 Dec 2015
Fixed Income Model
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
Chairman
Ron Hodge
Managing Director
Alastair Davidson
Chief Investment Officer
James Carlisle
Head of Research
Jonathan Ramsay
Portfolio Advisor
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