Our tailored portal allows financial advisers and support staff to look inside the portfolios in real time. Explore the inner workings of the portfolios including holdings, portfolio updates, performance reporting and more.
It's free to register.
For over a decade, InvestSense has partnered with financial advisers to deliver investment solutions designed to help their clients achieve their financial goals. Specialising in outcome-based portfolios, we utilise multi-asset managed accounts technology to deliver real value for investors.
Our disciplined approach is forward-looking and valuation-driven. By looking forward at expected returns and risks, we aim to fairly reward investors for the risks they take across different asset classes. Transparency is also at the core of what we do. We believe advisers and their clients should not only know where their money is invested but also understand the "why" behind every decision and how our strategies align with their financial goals.
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.
