Wealth without values is simply money

The choice of 4 investment portfolios

Minimum Investment $10,000

Quick and easy steps to open an account

How does it work?

Select a portfolio

Open your account

HWP Invest will manage your investments

Portfolios

We have four ESG compliant portfolios on offer for investors. Please select a portfolio below to view information.

Portfolio: Balanced

Investment objective

The portfolio aims to provide investors with a moderate level of income and capital growth over a 5 to 7-year time period by investing in a diversified portfolio of liquid growth and defensive assets.

Who is this suitable for?

Investors seeking a balanced approach to risk and returns with moderate short to medium term volatility, and who want Environmental, Social and Governance principles applied in their portfolio.

Target Returns

5% per annum over rolling 5-year periods.

Risk Level

Modest. Expected negative return approximately 5 years in every 20 years.

Suggested time frame

5-7 years

Management fee

0.75%

* The pie chart represents the indicative strategic asset allocation for the Balanced HWP invest model portfolio. Your current asset allocation can be viewed via your investor login.

**There may be additional costs like Indirect Costs or Transactions Costs, which are confirmed in the Investment Menu and Fee Calculator, available via the sign-up page.