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.
Our managed account solutions

Diversified Portfolios combining shares, ETFs and Managed Funds.

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InvestSense constructs and manages portfolios using quality holdings, in-depth risk evaluation, and optimal levels of diversification.

Fully managed, cost effective.

The InvestSense Diversified Portfolios provide active, yet cost-effective, portfolio management that offers clients total portfolio transparency and accessibility. We utilise the latest Managed Account platform technology that enables more efficient implementation and more tax-efficient outcomes for investors.

A photo of a man sitting in a café with a laptop looking at his phone showing how InvestSense is always managing their portfolios.
A photo of a man sitting in a café with a laptop looking at his phone showing how InvestSense is always managing their portfolios.
Managed for results

Actively Managed Solutions

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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.

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Head Office

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

+61 421 582 282
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