Investors hold the assets directly, so they receive dividends and tax benefits attributed only to their portfolio.
We include direct shares in the portfolios to increase diversification and reduce cost to investors.
Professional analysts decide which markets to invest in, what underlying assets to buy and sell and whether to rebalance the portfolio.
The InvestSense Diversified Managed Account Portfolios are our flagship portfolios incorporating direct shares, active and passive Funds and ETFs to successfully target CPI+ objectives. There is a portfolio to suit most investor risk profiles.
learn moreThe Better World portfolios have been designed for investors who care about the world we live in. They are a suite of ethically aware, diversified portfolios that combine ethically screened direct Australian equities with a selection of leading investment managers and exchange traded funds that focus on Ethical, Sustainable and Impact investing.
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One size does not fit all. Some financial planning groups have specific needs that are not being met by an off-the-shelf solution. Our Bespoke Portfolios are unique solutions that feel exactly right for your clients’ personal preferences.
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We review the markets regularly and take a forward-looking view of where they are heading. We interview managers, keep up to date with market information and assess risks and opportunities. This can sometimes mean we make decisions that are at odds with the rest of the market.
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We believe the price you pay for an investment – its value – really matters. Our valuation approach ensures that our investors are suitably rewarded for the risks they are undertaking.
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You are trusting us to invest your money prudently. So we want you to understand how we do it. Details about your portfolios can be easily obtained on our portal, at any time.
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A Managed Account structure allows us to make dynamic changes to the portfolios so investors can benefit from market movements and are protected from risk. Our tailored portal allows you to look inside the portfolios in real time. Advisers and their investors can log into our tailored interface and explore the inner workings – and our investment updates – whenever it suits.
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Contact our team to discover how managed accounts make it easy to provide a sophisticated investment solution with reliable results.
Every week we provide an update on the markets and other relevant industry news. Subscribe to our weekly podcast or take a look at our blog which is regularly updated.
Do you want to get an insight into topical investment issues – updates on specific international markets, the latest on socially responsible investing or technology changes effecting the industry? Download our educational brochures for deeper insights.
