A photo of stacked coloured tiles representing the diverse holdings in the InvestSense diversified portfolios.
A photo of stacked coloured tiles representing the diverse holdings in the InvestSense diversified portfolios.
MULTI-ASSET MANAGED ACCOUNT PORTFOLIOS

InvestSense Diversified Portfolios, now available on FirstChoice.

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Multi-asset managed accounts that work for you and your clients.

InvestSense is pleased to partner with Colonial First State FirstChoice, offering a unique range of managed portfolios available to financial advisers and their clients.

The portfolios, distinct yet similar to our traditional suite, feature a carefully curated asset allocation and a specific selection of underlying funds. They align with our long-term asset allocation strategies and use our established and proprietary Valuation Dasboard framework.

The InvestSense Diversified Portfolios on FirstChoice provide a balance of active and passive investment options, offering cost-effective, valuation-driven portfolios across five risk profiles.

Financial advisers and support staff utilising the portfolios will also gain access to the InvestSense Adviser Portal, where they can access real-time information about the portfolios, including full portfolio holdings, performance reports, and portfolio updates.
Portfolio
InvestSense Diversified Portfolio 1
InvestSense Diversified Portfolio 2
InvestSense Diversified Portfolio 3
InvestSense Diversified Portfolio 4
InvestSense Diversified Portfolio 5
Return objective
CPI + 1%
CPI + 2%
CPI + 3%
CPI + 4%
CPI + 5%
Long-term asset allocation
30%/70%
50%/50%
70%/30%
85%/15%
100%/0%
Standard risk measure
Low to Medium
Medium
Medium to High
High
Very High
Minimum suggested time frame
5 years
5 years
7 years
7 years
10 years
Performance reports

Ready to start the journey?

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Head Office

Level 24, Three International Towers
300 Barangaroo Avenue
Sydney NSW 2000

(02) 8067 8462
Managed for results

Actively Managed Solutions

An image of the number 1 painted on a wall in yellow.
CPI+ 1%

InvestSense Diversified Portfolio 1

The investment objective is to achieve a return of CPI+ 1% per annum over the long-term by investing in a diverse mix of asset classes including Australian equities, international equities, property, infrastructure, alternatives, fixed interest and cash. Typical investors will seek a return above inflation with a low to medium tolerance for risk and have an investment timeframe of at least 5 years.

InvestSense Diversified Portfolio 2

The investment objective is to achieve a return of CPI+ 2% per annum over the long-term by investing in a diverse mix of asset classes including Australian equities, international equities, property, infrastructure, alternatives, fixed interest and cash. Typical investors will seek a modest return above inflation with a medium tolerance for risk and have an investment timeframe of at least 5 years.

A photo with the number 2 on it representing the CPI+2 Diversified Portfolio managed by InvestSense.
CPI+ 2%
A photo with the number 3 on it representing the CPI+3 Diversified Portfolio managed by InvestSense.
CPI+ 3%

InvestSense Diversified Portfolio 3

The investment objective is to achieve a return of CPI+ 3% per annum over the long-term by investing in a diverse mix of asset classes including Australian equities, international equities, property, infrastructure, alternatives, fixed interest and cash. Typical investors will seek a return above inflation with a medium to high tolerance for risk and have an investment timeframe of at least 7 years.

InvestSense Diversified Portfolio 4

The investment objective is to achieve a return of CPI+ 4% per annum over the long-term by investing in a diverse mix of asset classes including Australian equities, international equities, property, infrastructure, alternatives, fixed interest and cash. Typical investors will seek a high return above inflation with a high tolerance for risk and have an investment timeframe of at least 10 years.

A photo with the number 4 on it representing the CPI+4 Diversified Portfolio managed by InvestSense.
CPI+ 4%
A photo with the number 5 on it representing the CPI+5 Diversified Portfolio managed by InvestSense.
CPI+ 5%

InvestSense Diversified Portfolio 5

The investment objective is to achieve a return of CPI+ 5% per annum over the long-term by investing in a diverse mix of asset classes including Australian equities, international equities, property, infrastructure, alternatives, fixed interest and cash. Typical investors will seek a very high return above inflation with a high tolerance for risk and have an investment timeframe of 10+ years.

Our Diversified portfolios are dynamic and actively managed:

Photo of two hands holding sparklers up to the horizon representing the quality of the holdings in the InvestSense Portfolios.
Photo of two hands holding sparklers up to the horizon representing the quality of the holdings in the InvestSense Portfolios.

Quality Holdings

We spend a lot of time researching, analysing and interviewing companies and fund managers to ensure our Portfolios contain quality holdings. The Managed Account structure allows investors to see what's included in the portfolios in real time.

A photo of a laptop in a dark room with its light shining on a book representing the in-depth risk evaluations conducted by InvestSense.
A photo of a laptop in a dark room with its light shining on a book representing the in-depth risk evaluations conducted by InvestSense.

In-Depth Risk Evaluation

Our valuation dashboard allows us to analyse and compare the value and the risk within each of the asset classes at any given time. It means we can keep our eye on the opportunities that may currently be out of favour, but offer the prospect of better than average future risk-adjusted returns.

A Photo of a lawn and tar road separated by a concrete line representing the effective diversification applied to the InvestSense portfolios.
A Photo of a lawn and tar road separated by a concrete line representing the effective diversification applied to the InvestSense portfolios.

Optimal Diversification

Our portfolios include direct shares, ETFs and Managed Funds. We also seek the right balance between active and passive investments to maintain an appropriate level of fees and optimal portfolio construction. We aim to reduce the frequency of changes to minimise costs.

Ready to start the journey?

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Head Office

Level 24, Three International Towers
300 Barangaroo Avenue
Sydney NSW 2000

(02) 8067 8462
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