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We provide low-cost access to well-diversified portfolios using data from industry-leading providers and our own investment team as well as a curated selection of talented investment managers who have a mandate to pursue enhanced returns. You’re always free to switch your portfolios, whenever you want, without fees or penalties.

How to read our portfolio cards

The portfolio and manager name.

A brief summary of the portfolio and its costs. The 'Learn more' button at the bottom will take you to a page that provides more information on the portfolio.

Portfolio name

Interactive Advisors

Portfolio chart

Minimum investment

$1,000

Management fee

0.08%

A brief summary of the portfolio

The portfolio risk score helps ensure that you invest only in portfolios that are suitable for your investment objectives, tolerance and financial capacity.

The overall return over the last 365 days and a sparkline of the daily returns.

Header: The portfolio and manager name.
A brief summary of the portfolio and its costs. The 'Learn more' button at the bottom will take you to a page that provides more information on the portfolio.
Risk score: The portfolio risk score helps ensure that you invest only in portfolios that are suitable for your investment objectives, tolerance and financial capacity.
Chart: The overall return over the last 365 days and a sparkline of the daily returns.

Blank portfolio

How can I invest in...

See all our portfolios

...portfolios from leading institutions?

Invest in portfolios created using data from industry-leading providers and our own investment team.

75.9%

365 days

Sharpe ratio: 3.17

Minimum investment

$100

Management fee

0.10%

Growth and disruption
ETFs

44.2%

365 days

Sharpe ratio: 2.29

Minimum investment

$100

Management fee

0.08%

Large and mid cap quality stocks

24.4%

365 days

Sharpe ratio: 2.15

Minimum investment

$100

Management fee

0.10%

Diversified equity
Balancing growth
Income and risk
ETFs

28.0%

365 days

Sharpe ratio: 2.27

Minimum investment

$100

Management fee

0.10%

Tactical asset allocation
Index ETFs

25.7%

365 days

Sharpe ratio: 2.34

Minimum investment

$100

Management fee

0.10%

Alternatives
Stocks and bonds
ETFs

0.9%

Since inception

Sharpe ratio: -

Minimum investment

$100

Management fee

0.10%

Digital innovation
ETFs

0.3%

Since inception

Sharpe ratio: -

Minimum investment

$100

Management fee

0.10%

Equity themes
ETFs

...undervalued companies?

Invest in companies that are undervalued and have the potential to grow.

148.5%

365 days

Sharpe ratio: 4.88

Minimum investment

$20,000

Management fee

1.50%

Fundamental analysis
Concentrated exposure

91.0%

365 days

Sharpe ratio: 2.44

Minimum investment

$100

Management fee

0.11%

Small cap value stocks

68.0%

365 days

Sharpe ratio: 2.32

Minimum investment

$100

Management fee

0.08%

Large and mid cap value stocks

84.9%

365 days

Sharpe ratio: 3.83

Minimum investment

$500

Management fee

0.50%

Business with competitive advantage over the long term

65.7%

365 days

Sharpe ratio: 2.93

Minimum investment

$10,000

Management fee

1.50%

Fundamental analysis
Strategic competitive advantages

...growth?

Invest in growing companies with the potential to appreciate in value.

65.7%

365 days

Sharpe ratio: 2.01

Minimum investment

$20,000

Management fee

1.50%

Aggressive
Computer algorithms to identify mispriced large cap stocks

80.4%

365 days

Sharpe ratio: 3.19

Minimum investment

$1,000

Management fee

1.00%

Fundamental analysis
Small cap stocks and ADRs

42.9%

365 days

Sharpe ratio: 2.23

Minimum investment

$100

Management fee

0.08%

Large and mid cap growth stocks

...income generating portfolios?

Invest in companies with high dividend and payouts.

24.1%

365 days

Sharpe ratio: 2.52

Minimum investment

$500

Management fee

0.75%

Low volatility
Bond ETFs
Small and mid cap dividend stocks

45.5%

365 days

Sharpe ratio: 2.29

Minimum investment

$100

Management fee

0.20%

Large and mid cap growth stocks

44.5%

365 days

Sharpe ratio: 2.03

Minimum investment

$100

Management fee

0.20%

All cap growth stocks

51.7%

365 days

Sharpe ratio: 2.08

Minimum investment

$100

Management fee

0.08%

Large and mid cap dividend stocks

31.3%

365 days

Sharpe ratio: 1.42

Minimum investment

$5,000

Management fee

1.50%

Dividend stocks
The next decade and beyond

63.5%

365 days

Sharpe ratio: 2.35

Minimum investment

$1,000

Management fee

1.00%

Conservative
Large cap dividend stocks or stock buybacks

...global companies and asset classes?

Invest in companies and asset classes from across the world.

12.1%

365 days

Sharpe ratio: 0.53

Minimum investment

$50,000

Management fee

1.00%

Diversified
Tactical investing
Domestic and international

47.7%

365 days

Sharpe ratio: 2.00

Minimum investment

$100

Management fee

0.10%

New consumer led businesses in China

24.4%

365 days

Sharpe ratio: 2.15

Minimum investment

$100

Management fee

0.10%

Diversified equity
Balancing growth
Income and risk
ETFs

17.5%

365 days

Sharpe ratio: 1.78

Minimum investment

$10,000

Management fee

1.00%

Global tactical strategy
Undervalued asset classes
Risk management focus

42.7%

365 days

Sharpe ratio: 2.50

Minimum investment

$100

Management fee

0.10%

Tactical asset allocation
Index ETFs

35.7%

365 days

Sharpe ratio: 2.46

Minimum investment

$100

Management fee

0.10%

Diversified, stocks and bonds, ETFs

5.6%

Since inception

Sharpe ratio: -

Minimum investment

$5,000

Management fee

1.50%

Adaptive asset allocation

...a better planet?

Invest in companies that focus on reducing greenhouse gas emissions, building energy efficient products, reducing energy footprint, using alternative energy sources and conserving water.

28.7%

Since inception

Sharpe ratio: -

Minimum investment

$100

Management fee

0.11%

Reduce emissions
Sustainable energy consumption
Low carbon footprint

26.4%

Since inception

Sharpe ratio: -

Minimum investment

$100

Management fee

0.11%

Reduce harmful land waste
Safe treatment and disposal

29.3%

Since inception

Sharpe ratio: -

Minimum investment

$100

Management fee

0.11%

Manage water use
Value marine life

31.2%

Since inception

Sharpe ratio: -

Minimum investment

$100

Management fee

0.11%

Manage water use
Avoid contamination

48.8%

Since inception

Sharpe ratio: -

Minimum investment

$100

Management fee

0.11%

Design for quality and safety
Materials in manufacturing
Entire supply chain

...social justice?

Invest in companies with social justice goals.

35.7%

Since inception

Sharpe ratio: -

Minimum investment

$100

Management fee

0.11%

Societal care
Diverse and equal opportunities
Workforce development

37.6%

Since inception

Sharpe ratio: -

Minimum investment

$100

Management fee

0.11%

Gender parity
Recruiting and promotion of women
Tailored benefits and mentorship

33.2%

Since inception

Sharpe ratio: -

Minimum investment

$100

Management fee

0.11%

Diverse and equal opportunities
LGBTQ focus

31.8%

Since inception

Sharpe ratio: -

Minimum investment

$100

Management fee

0.11%

Diverse and equal opportunities
Recruiting and promotion of all ethnicities

...responsible management?

Invest in companies with ethical leadership and sound governance.

28.8%

Since inception

Sharpe ratio: -

Minimum investment

$100

Management fee

0.11%

Protect customers
Product safety and labelling
Customer data security

36.6%

Since inception

Sharpe ratio: -

Minimum investment

$100

Management fee

0.11%

Customer privacy and safety
Product access and safety
Good selling practices

48.7%

Since inception

Sharpe ratio: -

Minimum investment

$100

Management fee

0.11%

Good corporate governance
Resolve conflicts well
Avoid collusion and fraud

40.9%

Since inception

Sharpe ratio: -

Minimum investment

$100

Management fee

0.11%

Proactive ESG
Towards low carbon
Towards climate friendly

...Smart Beta portfolios with a social edge?

Invest in companies that are good for the world at large while at the same time good for your own investment portfolio.

50.6%

365 days

Sharpe ratio: 2.51

Minimum investment

$100

Management fee

0.11%

Good ESG scores
Large and mid cap stocks

42.2%

365 days

Sharpe ratio: 1.99

Minimum investment

$100

Management fee

0.11%

Good ESG scores
Large and mid cap dividend stocks

33.7%

365 days

Sharpe ratio: 1.85

Minimum investment

$100

Management fee

0.11%

Good ESG scores
Large and mid cap growth stocks

40.6%

365 days

Sharpe ratio: 2.09

Minimum investment

$100

Management fee

0.11%

Good ESG scores
Large and mid cap quality stocks

52.5%

365 days

Sharpe ratio: 2.16

Minimum investment

$100

Management fee

0.11%

Good ESG scores
Large and mid cap value stocks

...index based portfolios?

Invest in rules based portfolios targeting certain indices.

59.2%

365 days

Sharpe ratio: 2.48

Minimum investment

$100

Management fee

0.20%

Industrials
Large and mid cap stocks

62.4%

365 days

Sharpe ratio: 2.39

Minimum investment

$100

Management fee

0.20%

Technology
Large and mid cap stocks

45.0%

365 days

Sharpe ratio: 2.38

Minimum investment

$100

Management fee

0.20%

Large cap stocks

7.8%

365 days

Sharpe ratio: 0.42

Minimum investment

$100

Management fee

0.20%

Utilities
Large and mid cap stocks

55.2%

365 days

Sharpe ratio: 2.76

Minimum investment

$100

Management fee

0.08%

Large and mid cap stocks

85.5%

365 days

Sharpe ratio: 2.94

Minimum investment

$100

Management fee

0.11%

Small and mid cap stocks

12.9%

Since inception

Sharpe ratio: -

Minimum investment

$100

Management fee

0.20%

Telecommunications
Large and mid cap stocks

...small cap companies?

Invest in the small market capitalisation companies.

80.4%

365 days

Sharpe ratio: 3.19

Minimum investment

$1,000

Management fee

1.00%

Fundamental analysis
Small cap stocks and ADRs

85.5%

365 days

Sharpe ratio: 2.94

Minimum investment

$100

Management fee

0.11%

Small and mid cap stocks

68.2%

365 days

Sharpe ratio: 2.26

Minimum investment

$100

Management fee

0.11%

Small and mid cap quality stocks

...technology?

Invest in companies in the technology sector.

84.8%

365 days

Sharpe ratio: 2.98

Minimum investment

$30,000

Management fee

1.00%

Science and technology
Fundamental analysis
Stocks and ADRs

62.4%

365 days

Sharpe ratio: 2.39

Minimum investment

$100

Management fee

0.20%

Technology
Large and mid cap stocks

75.9%

365 days

Sharpe ratio: 3.17

Minimum investment

$100

Management fee

0.10%

Growth and disruption
ETFs

0.9%

Since inception

Sharpe ratio: -

Minimum investment

$100

Management fee

0.10%

Digital innovation
ETFs

...healthcare?

Invest in companies in the healthcare sector.

24.4%

365 days

Sharpe ratio: 1.42

Minimum investment

$100

Management fee

0.20%

Medical and healthcare
Large and mid cap stocks

54.3%

365 days

Sharpe ratio: 2.14

Minimum investment

$500

Management fee

1.00%

Healthcare
Medical technology
Mostly mid cap stocks

See all our portfolios