Portfolios

Discover our 5 individually tailored investment portfolios.

5 Investment Portfolios.

Collins House offers the choice of 5 individually tailored investment portfolios ranging from Conservative through to Aggressive.

Each portfolio provides exposure to different asset classes. (Australian Shares, Fixed Income, International Shares, Enhanced Cash, Australian Listed Property, Emerging Markets) to ensure you have a diversified portfolio.

Our portfolios invest in Exchange-Traded Funds thereby providing you with exposure to over 1000 different companies from around the world.

Scroll down to explore each of the portfolios in depth…

5 Investment Portfolios.

Collins House offers the choice of 5 individually tailored investment portfolios ranging from Conservative through to Aggressive.

Each portfolio provides exposure to different asset classes. (Australian Shares, Fixed Income, International Shares, Enhanced Cash, Australian Listed Property, Emerging Markets) to ensure you have a diversified portfolio.

Our portfolios invest in Exchange-Traded Funds thereby providing you with exposure to over 1000 different companies from around the world.

Scroll down to explore each of the portfolios in depth…

Conservative

20% growth,
80% defensive

Moderate

40% growth,
60% defensive

Balanced

60% growth,
40% defensive

Growth

75% growth,
25% defensive

Aggressive

90% growth,
10% defensive

Exchange-Traded Funds & Asset Classes.

Each portfolio is constructed from a range of Exchange-Traded Funds that provide exposure to different asset classes to ensure you have a diversified portfolio.

An Exchange-Traded Fund (ETF) is a type of investment fund listed on the stock exchange and traded like shares. Each ETF holds a collection of securities, the composition of which mirrors a particular index, such as the S&P/ASX 200 index of Australian shares.

ETFs allow individual investors to gain all the diversification benefits of owning a large number of securities while only having to hold one investment.

Australian Shares

We offer access to nearly 200 Australian listed companies.

International Shares

We can access shares in over 1,500 of the world’s largest companies listed across the U.S, Europe and Japan.

Emerging Market

We can access over 3,500 of the largest companies in emerging economies such as Brazil, China and India.

Property

We provide access to Australian property such as shopping centers, office buildings and residential.

Enhanced Cash

We can give you a mix of bank deposits, term deposits and short term money market securities.

Bonds

We have access to bonds issued by high-quality companies and the Australian government.

Conservative Portfolio.

20% growth, 80% defensive 

Australian Shares

Australian Fixed Income

Global Developed Market Shares (Hedged)

Enhanced Cash

Moderate Portfolio.

40% growth, 60% defensive

Australian Shares

Australian Fixed Income

Global Developed Market Shares (Hedged)

Enhanced Cash

Balanced Portfolio.

60% growth, 40% defensive

Australian Shares

Australian Fixed Income

Global Developed Market Shares (Hedged)

Enhanced Cash

Australian Listed Property

Growth Portfolio.

75% growth, 25% defensive

Australian Shares

Australian Fixed Income

Global Developed Market Shares (Hedged)

Emerging Market Shares

Australian Listed Property

Aggressive Portfolio.

90% growth, 10% defensive

Australian Shares

Australian Fixed Income

Global Developed Market Shares (Hedged)

Emerging Market Shares

Australian Listed Property

Our chosen ETF’s.

Collins House Online offers the choice of 5 Individually Tailored Investment Portfolios ranging from Conservative through to Aggressive.

Each portfolio provides exposure to different asset classes, including;

E
Australian Shares

Beta Shares Australia 200 A200
Tracks the ASX 200 Index.
Largest holdings include Commonwealth Bank, CSL, Telstra, BHP, and Westpac.

E
Fixed Income

iShares Core Composite Bond IAF
Comprised of investment-grade fixed interest bonds issued in the Australian debt market.

E
International Shares

Vanguard MSCI Index International Shares VGS
Provides exposure to over 1500 companies around the world.
Largest holdings include Apple, Microsoft, Amazon, JP Morgan and Bank of America.

Vanguard MSCI Index International Shares (Hedged)  VGAD
Provides exposure to over 1500 companies around the world hedged into Australian dollars.
Largest holdings include Apple, Microsoft, Amazon, JP Morgan and Bank of America

E
Enhanced Cash

Beta Shares High-Interest Cash AAA
Provides exposure to Australian cash via high-interest bank deposit accounts.

E
Australian Listed Property

Vanguard Australian Property Securities Index VAP
Tracks the Australian Property Securities Index providing exposure to retail, office, industrial and diversified property.
Largest holdings include Scentre Group, Westfield Group, Goodman Group and Stockland.

E
Emerging Markets

Vanguard FTSE Emerging Markets Shares VGE
Offers exposure to over 4000 companies across 20 different countries including China, India, Brazil, Taiwan and Russia.

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FINANCIAL SERVICES GUIDE

COLLINS HOUSE PTY LTD, ACN 109 236 722, ABN 62 091 913 093, TRADING AS COLLINS HOUSE PRIVATE WEALTH, AND COLLINS HOUSE ONLINE INVESTMENT SERVICES PTY LTD, ACN 620 936 567, ABN 30 492 640 027 TRADING AS COLLINS HOUSE ONLINE, ARE CORPORATE AUTHORISED REPRESENTATIVES OF COLLINS HOUSE PRIVATE WEALTH PTY LTD ACN 166 528 758 AUSTRALIAN FINANCIAL SERVICES LICENCE NUMBER 449 146