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
An image of dandelion seeds blowing in the wind representing wind energy as a clean energy source.
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

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