Tune in to Dominic on 3AW weekdays from 6.36am

Collins House Online Portfolios

Australia’s leading online investment service

5

The choice of 5 investment portfolios

5

Low cost, diversified & professionally managed

5

Minimum investment $5,000

5

Open an account in under 10 minutes

5

Receive regular market updates from the Collins House Investment Committee

How does it work?

Learn More...

Choose from one of our 5 investment portfolios below…

Open an Account

Learn More...

Complete the short account opening process (under 10 minutes) and transfer funds into your new investment account.

Relax - We're looking after you

Learn More...

Collins House will then build and manage your portfolio, keeping you up-to-date with all of our decisions. You can relax, knowing your investments are being looked after by our team of professionals.

Keep track of your portfolio and our updates, 24/7, via your client portal and the Collins House Online app.

Our Portfolios

Choose the portfolio that’s right for you…

Balanced Portfolio

E

Investment objective

Aims to provide investors with a moderate income and capital growth over periods of 5 years or more by investing in a diversified portfolio split equally between growth assets and defensive assets

E

Who is this suitable for?

Investors seeking a careful balance between risk and reward

E

Asset class mix

50% defensive (fixed interest, cash)
50% growth (equities, infrastructure, property)

E

Target Returns

CPI plus 3% in any rolling 5 year period

E

Risk Level

Medium. Negative return 4 years in every 20 years

E

Suggested time frame

5 years+

E

Investment fee

Moderately Defensive Portfolio

E

Investment objective

Aims to provide investors with modest capital appreciation and income over periods of three years or more by investing in a diversified portfolio of predominantly defensive assets

E

Who is this suitable for?

Investors wanting stable income and a high degree of capital stability

E

Asset class mix

70% defensive (fixed interest, cash)
30% growth (equities, infrastructure, property)

E

Target Returns

 CPI plus 2% in any rolling 3 year period

E

Risk Level

Low to medium. Negative return 3 years in every 20 years

E

Suggested time frame

3 years+

E

Investment fee

Growth Portfolio

E

Investment objective

Aims to provide investors with a higher rate of return over periods of 7 years or more by investing in a diversified portfolio of predominantly growth assets

E

Who is this suitable for?

Investors looking for higher potential investment performance and who are prepared to accept increased risk and volatility in order to achieve it

E

Asset class mix

30% defensive (fixed interest, cash)
70% growth (equities, infrastructure, property)

E

Target Returns

CPI plus 4% in any rolling 7 year period

E

Risk Level

High. Negative return 5 years in every 20 years

E

Suggested time frame

7 years+

E

Investment fee

High Growth Portfolio

E

Investment objective

Aims to maximise total returns over a period of 8 years or more by investing in a diversified portfolio of majority growth assets

E

Who is this suitable for?

Investors seeking to maximise their total returns over the longer term and are prepared to tolerate a high degree of market volatility along the way

E

Asset class mix

10% defensive (fixed interest, cash)
90% growth (equities, infrastructure, property)

E

Target Returns

CPI plus 5% in any rolling 8 year period

E

Risk Level

Very high. Negative return 5 years in every 20 years

E

Suggested time frame

8 years+

E

Investment fee

SRI Balanced Portfolio

E

Investment objective

Aims to provide investors with a diversified portfolio split equally between growth assets and defensive assets, taking into account the social and environmental impact of the chosen companies

E

Who is this suitable for?

Suited to investors seeking a careful balance between risk and reward and who wish to make a positive social impact

E

Asset class mix

50% defensive (fixed interest, cash)
50% growth (equities)

E

Target Returns

CPI plus 3% in any rolling 5 year period

E

Risk Level

Medium. Negative return 4 years in every 20 years

E

Suggested time frame

4 years+

E

Investment fee