SMSFs have traditionally had an overallocation to direct Australian shares, which results in a profile that is overly dependent on the Australian market. HNW individuals wih direct share portfolios may also need additional diversification into international markets and diversified fixed interest. The InvestSense Market Diversifier aims to complement direct share and property assets with a complementary portfolio of international shares, listed property and infrastructure, fixed interest and cash.
The InvestSense Market Diversifier provides active, yet cost-effective, portfolio management that offers investors 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.
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.
The Market Diversifier Portfolio is a diversified portfolio of ETFs and Managed Funds. It is largely invested in passive investments to maintain an appropriate level of fees and optimal portfolio construction.