Australian Core Equity Model
Australian Dividends Opportunities Model
Australian Small Companies Model
WHY CHOOSE OUR MPS?
Performance
The portfolios offered have an impressive track record of performance in line with how we manage all our strategies, with target returns of 8-12% p.a. over a 5-year horizon.
Transparency
You will have full visibility of the investments in your portfolio and access to all supporting research reports to understand why and how investment decisions are made on each occasion.
Experienced Team
The combined team of iInvest and Banyantree has a formidable depth and breadth of experience across trading, investment research, portfolio management, institutional advisory and direct listed and unlisted business management across a range of industries. The team has also navigated through various market cycles over the past two decades.
Independent Research
Our internal research capability covers all areas of the market and its asset classes. We have the ability to look for opportunities at the macro level and develop a deep understanding of any company we recommend. We are not reliant on input from any external provider with their biases.
Conflict Free
At no point do we collect fees from managed funds and companies we invest through our portfolios or recommend in our research. We also do not charge any performance fees which may drive short term thinking.
OUR APPROACH
No Style Bias
Our strategies are style agnostic. Investment opportunities are assessed on their own merits and not through the lens of growth, value, momentum, or quality.
No Performance Fees
Our clients keep the returns which we generate from their funds. We are incentivised to perform so clients continue to invest with us.
Low Turnover
Our portfolios typically exhibit low turnover. We are long-term investors and not interested in constantly turning over the portfolio.
Unprecedented Transparency Backed By Proprietary Research
Our clients get full access to our research notes on all the stocks they own intheir portfolios.
Direct Ownership
Unlike Managed Funds and ETFs you have direct ownership of the shares andcomplete transparency of performance and costs.
