We offer the opportunity to invest in a wide range of assets both in Australia and overseas. Our portfolios are designed to weather all market conditions by combining different assets in the best possible combination to improve your return potential without undue risk. The funds we recommend charge very low fees so more of your returns stay with you.
We aim to generate long term returns for clients through diversification, automatic rebalancing and lower fees. We work hard to maximise performance and minimise risk in your portfolio.
We offer the following 5 investment strategies:
Our portfolios have built a strong performance track record and generated consistent returns for clients by having the right mix of assets including bonds and global shares.
|Financial year 2017||Topaz: 10.26 %||Emerald: 8.07 %||Turquoise: 6.61%||Sapphire: 5.87 %||Amethyst: 5.05 %|
|Financial year 2016||Topaz: 1.36 %||Emerald: 2.45 %||Turquoise: 2.88%||Sapphire: 2.74 %||Amethyst: 2.79 %|
|Financial year 2015||Topaz: 8.75 %||Emerald: 7.42 %||Turquoise: 7.30%||Sapphire: 7.51 %||Amethyst: 7.72 %|
|Annualised return since inception||Topaz: 8.13 %||Emerald: 7.10 %||Turquoise: 6.72 %||Sapphire: 6.65 %||Amethyst: 6.55 %|
|Distribution yield (year to date)||Topaz: 3.44 %||Emerald: 3.37 %||Turquoise: 3.15 %||Sapphire: 2.75 %||Amethyst: 2.43 %|
The Stockspot Model Portfolios have been published since July 2013 and open for investment since May 2014. Total return data includes ETF fees and management fees based on the Silver fee tier up to 8 November 2017. Actual performance of your portfolio may vary from our published returns due to the timing of investments and rebalancing. Refer to our Advice disclaimer, FSG and Benefits and risks for more information.
Our Model Portfolios are currently invested across 5 broad asset classes, giving you access to investments from around the world across many companies, countries and industries.
|Australian shares||The top 300 listed companies on the ASX including Telstra and BHP.|
|Global shares||Some of the worlds largest companies like GE, Toyota, IBM & Apple.|
|Emerging markets||Companies from fast growing economies like China, India and Brazil.|
|Bonds||Government bonds provide reliable fixed interest returns.|
|Gold||To protect your portfolio against inflation and volatility.|
Each of the asset classes has its own risk profile, so diversifying across these investments helps smooth out the short-term ups and down in the market, reducing your risk. Stockspot provides you with a blend of these 5 asset classes which best corresponds to your goals and personal financial situation. We automatically rebalance your investments so that they stay consistent with your goals and risk capacity.
Our team constantly reviews the investment choices to ensure you have access to the best possible return and diversification opportunities. We look for low cost Exchange Traded Funds (ETFs) that we believe are the best available based on our strict criteria and research.
Clients in the Gold and Platinum tiers can personalise their portfolio with a range of investment themes you care about. Interested in socially responsible shares or want more dividends in your portfolio? You can add them.
Stockspot Themes gives you more control over your choice of investments but without the hassle of juggling them on your own
|Australian shares||Australian dividend shares
Australian large companies
Australian small companies
Australian socially responsible shares
|Global shares||US shares
Global (non-US) shares
Asian large companies
|Bonds and cash||High interest cash
For more information, see Stockspot Themes
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