StrategiesChoose your grip.
Decide how hands-on to be. Follow a strategy at your own size or hand a managed portfolio to us.
Managed portfolios offered where permitted. Model portfolios and the marketplace are in later and pilot phases. Your capital is at risk.
Your level of control
How hands-on are you?
Slide from doing it yourself to letting it run. See who decides at each step.
A published model. Your decisions.
- You
- Follow a model in your own account, trade by trade, or hold it through an approved mandate.
- We
- Publish the model, its methodology and its costs.
- Self-directed and managed kept separate
- Starts with a pilot
- Not available in the portal yet
Managed portfolios
Your mandate. Our watch.
Discretionary management built around your suitability profile, across eight portfolio families.
- Conservative
- Income
- Balanced
- Growth
- Technology
- Global
- Alternatives
- High Growth
01
Profile
Objective, horizon, risk tolerance and capacity for loss.
02
Mandate
A written agreement that sets what can and cannot be done.
03
Review
Clear reporting and ongoing reviews as your life changes.
Fee schedule
Management fee from 0.75% p.a.
15% performance fee above high-water mark
0% entry & exit fees
From $5,000
Full terms are set out in your signed mandate.
What is next
Built in the open.
New options arrive as pilots first. We label each one plainly and do not publish performance we cannot stand behind.
Model portfolios
Published models you can follow yourself or hold through a mandate. Starting with a pilot.
Strategy Marketplace
A small shelf of rule-based strategies you can subscribe to in the portal once Copy is activated.
Who it is for
Eligible account holders
Availability depends on your entity, residence and the service. Not every option is offered everywhere.
Suitability first
Managed portfolios require a suitability assessment and signed documentation.
Capital at risk
Past results do not guarantee future results. You may get back less than you put in.