Professionally managed portfolios
Let our team of investing professionals construct the portfolios—you decide when and how much to invest.
Discover how our rules-based, leadership-focused approach helps you stay allocated to the market’s strongest opportunities while keeping costs simple and the experience effortless.
Let our team of investing professionals construct the portfolios—you decide when and how much to invest.
We have developed, refined, and demonstrated our leadership approach over a combined 40+ years of experience.
Balanced position sizing across 15–30 equities with exposure across sectors and themes.
We systematically target true market leaders, so you know your money is working as hard as possible.
Dynamic ability to de-risk—including moving to 100% cash—to help protect against downturns.
We don’t lock you—or your money—into any portfolio. Deposit or withdraw whenever you please.
* ETF portfolio: management fee 1.5% p.a.; typically 5–10 ETFs.
Important: Investing involves risk. Returns are not guaranteed. Read the full Product Disclosure Statement (PDS) before making any investment decision. See our Terms and Disclaimers.
Click ‘Get Started’ to sign up with OpenInvest and explore the Investor Portal. You can do this without an initial investment.
When you’re ready to invest, select the portfolio and deposit your desired amount. Minimum $50,000 AUD recommended.
We’ll manage the portfolio using our proven strategy and keep you updated regularly through the Investor Portal.
Grouped answers to help you get started.