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A Colour image of blurred sparkler lines that represent the dynamic management of the InvestSense Portfolios.
investment experts offering

Dynamic, real-time
portfolio management.

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Investment Solutions
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Expertly managed, diversified portfolios for financial planners and their clients.

InvestSense offers diversified Managed Accounts to suit a range investor risk profiles, in both our flagship portfolios and our ethically responsible Better World portfolios.

All of our portfolios are made up of skilfully curated direct shares, ETFs and Managed Funds. This offers our investors real diversification and competitive pricing.

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A full colour photo of a chessboard which represents the strategic management of the. dynamic portfolios.

Dynamic Management

Our team of investment specialists have worked together in the funds management industry for many years. We constantly seek out investment opportunities and deliver these to investors in real time through our dynamically managed investment portfolios.

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Total Transparency

Investing the way we do is sophisticated. But we don’t want it to be a secret. Our tailored portal allows you to look inside your portfolios. Advisers can log into our tailored interface and explore the inner workings in real time.

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our portfolios

Our diversified portfolios are available on all major managed account platforms.

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Diversified Portfolios

Investors want to achieve their financial goals. They want to know that their money is being managed prudently and that the fees are not diminishing their returns. InvestSense understands this. Which is why our Diversified Managed Accounts aim to deliver real returns to investors.

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Better World Portfolios

Investing is more than getting a good return – it’s a way of ensuring that your money is being used for the greater good – to support causes that are becoming increasingly important for future generations.  The InvestSense Better World Portfolios have been designed for investors who care about the world we live in.

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A full colour image of a dense green forest which symbolises the environmental focus of Better World Portfolios.
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Bespoke Portfolios

One size does not fit all. Some financial planning groups have specific needs that are not being met by an off-the-shelf solution. InvestSense’s Bespoke Portfolios are unique portfolios that feel exactly right for your clients’ personal preferences.

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"The change we've seen is a much more in depth analysis of the market. InvestSense are coming in with a significantly more robust analysis of the investment markets."
Rob Smith-Saarinen
Financial Planner
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