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Portfolios
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Investment objective
The investment objective is to generate a high-income return of at least 3% per annum with a preference for capital preservation and growth
Who is this suitable for?
A typical investor will have a medium-term investment horizon of at least five years and require higher income levels relative to capital growth without taking excessive risks
Target returns?
5% per annum, net of fees, over rolling 10-year periods
Risk level
Moderate. The probability of a negative return over any single year is 24%, with the potential magnitude of any single year loss up to 15%
Suggested time frame
5 plus years
Management fee
0.90%
Investment objective
The investment objective is to generate a moderate level of capital growth and income with an equal preference for capital preservation
Who is this suitable for?
A typical investor will have a medium-term investment horizon of at least five years and seeking a moderate return on capital without taking excessive risks
Target returns?
5% per annum, net of fees, over rolling 10-year periods
Risk level
Moderate. The probability of a negative return over any single year is 24%, with the potential magnitude of any single year loss up to 15%
Suggested time frame
5 plus years
Management fee
0.90%
Investment objective
The investment objective is to generate medium to high levels of capital growth with less risk than the broader equity market
Who is this suitable for?
A typical investor will have a long-term investment horizon of at least seven years, preferring capital growth over income, whilst being prepared to accept short-term volatility across the portfolio
Target returns?
6% per annum, net of fees, over rolling 10-year periods
Risk level
High. The probability of a negative return over any single year is 26%, with the potential magnitude of any single year loss up to 21%
Suggested time frame
7 plus years
Management fee
0.90%
Investment objective
The investment objective is to maximise returns, whilst managing downside risks through the diversification of growth assets
Who is this suitable for?
A typical investor will have a long-term investment horizon of at least nine years, seeking a high return on capital whilst being prepared to accept short-term volatility across the portfolio
Target returns?
7% per annum, net of fees, over rolling 10-year periods
Risk level
Very High. The probability of a negative return over any single year is 28%, with the potential magnitude of any single year loss up to 30%
Suggested time frame
9 plus years
Management fee
0.90%
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OpenInvest Limited (ACN 614 587 183 AFSL 504 155) has appointed Mackay Private Partners Pty Ltd (AFSL 534073) as the portfolio manager for various model portfolios it is the responsible entity for. Mackay Private Partners Pty Ltd has prepared this webpage for general information purposes only. It does not contain investment recommendations nor provide investment advice as to the suitability of the financial product to meet your needs or objectives. We strongly encourage you to obtain professional advice from an accredited financial adviser authorised to provide you with personal financial advice to determine the suitability of the financial product for you.
A Product Disclosure Statement (PDS) issued by OpenInvest Limited can be obtained via the OpenWealth service by clicking on the INVEST NOW link that appears above. You should read the PDS prior to investing as it contains information that will assist you in deciding whether the service is suitable for you and which of the model portfolios is suitable for you. A summary of the four portfolios that are available is provided above. You should refer to the PDS to decide which option may be suitable to your needs and objectives. OpenInvest has issued a TMD which can be obtained with the PDS via the OpenWealth Service.
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