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.
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.
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.
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.
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.
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.
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.
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.
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.
