Wealth without values is simply money

How does it work?

Portfolios

We have four 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.

Target Returns

5.9% per annum over rolling 5-year periods.

Risk Level

Modest. Expected negative return approximately 3.3 years in every 20 years.

Suggested time frame

5-7 years

Management fee

0.75%

Performance (as at 31 December 2023)

	3 Month	1 Year	2 Year
Portfolio (After all costs)	4.79%	8.10%	-0.03%
Target Return	1.48%	5.90%	5.90%

* 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.

Portfolio: Growth

Investment Objective

The portfolio aims to provide investors with a capital growth orientated return profile over investment periods of 7 plus years.

Who is this suitable for?

Investors with a long-term investment horizon seeking medium to high levels of capital growth who are prepared to accept short term volatility.

Target Returns

6.3% per annum over rolling 7-year periods.

Risk Level

High. Expected negative return approximately 3.9 years in every 20.

Suggested time frame

7 plus years

Management fee

0.75%

Performance (as at 31 December 2023)

	3 Month	1 Year	2 Year
Portfolio (After all costs)	5.74%	9.20%	-0.67%
Target Return	1.58%	6.30%	6.30%

* The pie chart represents the indicative strategic asset allocation for the Growth 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.

Portfolio: High Growth

Investment objective

The portfolio aims to maximise returns over investment periods of 7 plus years by investing predominately in growth assets.

Who is this suitable for?

Investors with a long-term investment horizon seeking high levels of capital growth who are prepared to accept short- and medium-term volatility.

Target Returns

6.8% per annum over rolling 7-year periods.

Risk Level

Very High. Expected negative return approximately 4.5 years in every 20.

Suggested time frame

7 plus years

Management fee

0.75%

Performance (as at 31 December 2023)

	3 Month	1 Year	2 Year
Portfolio (After all costs)	6.73%	11.12%	-0.82%
Target Return	1.73%	6.90%	6.90%

* The pie chart represents the indicative strategic asset allocation for the High Growth 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.

Portfolio: Income

Investment objective

The portfolio aims to provide a high-income return of 4% plus with modest capital growth over investment periods of three years or more by investing in predominantly defensive assets.

Who is this suitable for?

Investors with a long-term investment horizon seeking high levels of capital growth who are prepared to accept short- and medium-term volatility.

Target Returns

5.5% per annum over rolling 3-year periods.

Risk Level

Low

Suggested time frame

2-3 years

Management fee

0.75%

Performance (as at 31 December 2023)

	3 Month	1 Year	2 Year
Portfolio (After all costs)	3.56%	5.45%	0.42%
Target Return	1.38%	5.50%	5.50%

* The pie chart represents the indicative strategic asset allocation for the Income 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.

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

Portfolio: Balanced

Investment objective

Who is this suitable for?

Target Returns

Risk Level

Suggested time frame

Management fee

Performance (as at 31 December 2023)