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Image of a woman sitting on a hill overlooking the ocean representing someone thinking about their future.
THINKING OF Investing?

Talk to your financial planner about how to build your wealth.

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Starting your journey

Professionally managed portfolios, quick and easy online access

Making the right choice

We believe that everyone can benefit from financial advice, which is why our portfolios are available across a range of platforms.

Our diversified and Better World portfolios can be accessed with the help of your financial planner on platforms including Hub24, BT Panorama, Praemium, Netwealth, AMP North and Macquarie.

A photo of a man standing at a crossroads in a forest representing someone making an investment decision.
A photo of a man standing at a crossroads in a forest representing someone making an investment decision.
A photo of a hand with a lit lightbulb in it representing the InvestSense Investment portfolios.
A photo of a hand with a lit lightbulb in it representing the InvestSense Investment portfolios.

About the InvestSense Portfolios

The InvestSense portfolios are available for both super and non-super investments. There are a range of options in both our flagship Diversified Portfolios and our Better World Portfolios. Ask your financial planner to help you select a portfolio that suits your needs and investment goals.

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.

Quick facts
Diversified Portfolio 1
Minimum investment
$10,000
Risk Level
Medium
Growth/Income Target
50/50
A photo with the number 2 on it representing the CPI+2 Diversified Portfolio managed by InvestSense.
CPI+ 2%

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 return above inflation with a low to medium tolerance for risk and have an investment timeframe of at least 5 years.

Quick facts
Diversified Portfolio 2
Minimum investment
$10,000
Risk Level
Medium
Growth/Income Target
50/50
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 modest return above inflation with a medium tolerance for risk and have an investment timeframe of at least 5 years.

Quick facts
Diversified Portfolio 3
Minimum investment
$10,000
Risk Level
Medium - High
Growth/Income Target
70/30
A photo with the number 4 on it representing the CPI+4 Diversified Portfolio managed by InvestSense.
CPI+ 4%

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 return above inflation with a medium to high tolerance for risk and have an investment timeframe of at least 7 years.

Quick facts
Diversified Portfolio 4
Minimum investment
$10,000
Risk Level
High
Growth/Income Target
85/15
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.

Quick facts
Diversified Portfolio 5
Minimum investment
$10,000
Risk Level
Very High
Growth/Income Target
95/5
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CPI+ 1%

Better World 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.

Quick facts
Better World Protfolio 1
Minimum investment
$10,000
Risk Level
Medium
Growth/Income Target
50/50
An image of dandelion seeds blowing in the wind representing wind energy as a clean energy source.
CPI+ 2%

Better World 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 return above inflation with a low to medium tolerance for risk and have an investment timeframe of at least 5 years.

Quick facts
Better World Protfolio 2
Minimum investment
$10,000
Risk Level
Medium
Growth/Income Target
50/50
An aerial photo of ocean waves representing wind energy as a clean energy source.
CPI+ 3%

Better World 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 modest return above inflation with a medium tolerance for risk and have an investment timeframe of at least 5 years.

Quick facts
Better World Portfolio 3
Minimum investment
$10,000
Risk Level
Medium - High
Growth/Income Target
70/30
A photo of the sun shining out from behind an eclipse representing solar energy as a clean energy source.
CPI+ 4%

Better World 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 return above inflation with a medium to high tolerance for risk and have an investment timeframe of at least 7 years.

Quick facts
Better World Portfolio 4
Minimum investment
$10,000
Risk Level
High
Growth/Income Target
85/15
Image of a wind farm at dawn
CPI+ 5%

Better World 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.

Quick facts
Better World Portfolio 5
Minimum investment
$10,000
Risk Level
Very High
Growth/Income Target
95/5
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How does it work?

All of the platforms that offer InvestSense portfolios allow you to log into a secure account and view your investment online. Managed Accounts are professionally managed portfolios with tax and diversification benefits. Read our brochure to find out more.

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Are you sure you don't need a financial adviser?

Investing is a big step and there are a few things you should consider before jumping in. If you would like to talk to a financial adviser but don’t have one, get in touch with our team and we will put you in contact with advisers in your area.

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InvestSense Head Office

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

+61 421 582 282

Important information
This publication is subject to copyright of InvestSense Pty Ltd. InvestSense Online is distributed by InvestSense Pty Ltd, ACN 31 601 876 528, Authorised Representative of IS FSL Pty Ltd AFSL 408 800; and administered by OpenInvest Limited ACN 614 587 183 via the OpenInvest Portfolio Service ARSN 628 156 052. This marketing material provides factual information about the service, and any general advice contained does not take into account your objectives, financial situation or needs. Before making any investment decision, please review the PDS and Target Market Determination available at https://www.is.openwealth.net.au. Should you require assistance in determining whether an investment in the service is right for you, you may wish to seek personal advice from an appropriately licensed financial adviser.

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Comparing both the Diversified & Better World Portfolios

Diversified Portfolio
CPI+1
Better World Portfolio
CPI+1
Diversified Portfolio
CPI+2
Better World Portfolio
CPI+2
Diversified Portfolio
CPI+3
Better World Portfolio
CPI+3
Diversified Portfolio
CPI+4
Better World Portfolio
CPI+4
Diversified Portfolio
CPI+5
Better World Portfolio
CPI+5
Minimum investment
$10,000
$10,000
$10,000
$10,000
$10,000
$10,000
$10,000
$10,000
$10,000
$10,000
Risk level
Medium
Medium
Medium
Medium
Medium - High
Medium - High
High
High
Very High
Very High
Growth/Income Target
50/50
50/50
50/50
50/50
70/30
70/30
85/15
85/15
95/5
95/5