Put your learning into practice

After three years of running The Investment Series on TV, we’ve had many people call us and ask if we could help them invest with the managers they learned from on the show. We sat down with two of our guardians, netwealth’s Matt Heine, and Lonsec’s Amanda Gillespie to see how we could make it happen.

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Need help understanding where to start with your investment? Let one of the netwealth team help you, free of charge.

Invest in our all-in-one tailored model portfolios

With the help of Lonsec, you can now invest in three specially designed portfolios that blend a variety of well-regarded money managers to give you a well diversified investment.

Why Invest in a Model Portfolio?

The idea of having to create a well diversified investment portfolio can be daunting. A model portfolio is designed to take the guesswork out of investing, providing you a carefully selected blend of different fund managers for great diversification. Hear from Lonsec's Chief Investment Officer how our tailored model portfolios can work for you.

The Balanced Growth Portfolio has been designed with the average Australian’s long term investing in mind. Whilst it is a growth focused portfolio, it is deliberately less aggressive in pursuing high growth in favour of delivering less volatility through a focus on great diversification. Investors in the Balanced Growth Portfolio should plan for a timeframe of at least 4-5 years.

The objective of the Steady Growth Portfolio is to achieve a return of cash plus 2.4% over rolling 4 year periods by providing a balance of income and capital growth over the medium term. The portfolio aims to outperform the benchmark over a rolling five-year period.

Overview

Style: growth focused portfolio that has exposure to growth assets such as equities as well as income assets
Benchmark: Morningstar Australia Multisector Balanced TR Index AUD
Objective: To return 2.4% above the RBA Cash rate over rolling 4 year periods
Risk Rating: Medium
Income Potential: Limited
Growth Potential: Medium
Suggested Timeframe: 4 years +
Model Fee (inc. GST): 0.495%
Minimum Investment: $5,000

The International Diversifier Portfolio has been designed for the investor who has only property and Australian shares in their existing portfolio. It’s been designed to be a great complement and diversifier to that existing portfolio by focusing on investment opportunities only outside Australia. It is a growth-focused portfolio suitable for investors with an investment timeframe of at least 5 years.

It's objective is to achieve a return of the RBA Official Cash Rate (‘OCR’) plus 2.4% over rolling 5 year periods by providing capital growth and some income over the medium term. The portfolio aims to outperform the benchmark over a rolling five-year period.

Overview

Style: growth oriented portfolio with exposure to growth assets outside of Australian equities plus some income assets
Benchmark: Morningstar Australia Multisector Balanced TR Index AUD
Objective: To return 2.4% above the RBA Cash rate over rolling 5 year periods
Risk Rating: Medium
Income Potential: Limited
Growth Potential: Medium
Suggested Timeframe: 5 years +
Model Fee (inc. GST): 0.495%
Minimum Investment: $5,000

The High Growth Portfolio has been designed for the investor with a longer time horizon that’s prepared to take on some additional risk in the search for strong growth. It is a comprehensive growth portfolio that draws from the best investment opportunities in all asset classes around the world. Because of its high growth focus, this portfolio is aimed at investors with an investment timeframe of at least 6 years.

It's objective is to achieve a return of the RBA Official Cash Rate (‘OCR’) plus 4.0% over rolling 6 year periods by providing primarily capital growth over the long term. The portfolio aims to outperform the benchmark over a rolling seven-year period.

Overview

Style: growth focused portfolio with primarily exposure to growth assets such as equity
Benchmark: Morningstar Australia Multisector Aggressive TR Index AUD
Objective: To return 4% above the RBA Cash rate over rolling 7 year periods
Risk Rating: High
Income Potential: Limited
Growth Potential: High
Suggested Timeframe: 7 years +
Model Fee (inc. GST): 0.495%
Minimum Investment: $5,000

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Invest Direct

If you are ready to invest specifically with our fund managers from the show, we’ve made them all available in one place on the netwealth platform.   

Register to invest now

Our investment platform

As Australia's leading independent investment platform, netwealth lets you manage all your investments in one place, cost effectively. Hear from the founder of netwealth here about why a platform can transform your investing.

Need advice?

We believe great advice can really help you get to your goals. If you need advice, we recommend you find a professional financial planner via the FPA find a planner website >.

Register now to start investing

Getting started is an easy three step process. Just register with this form and one of the team from netwealth will be in touch within 24 hours to help you open an account. Once that's done, it's a simple matter of transferring in some funds and selecting your preferred investment.

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