Making it easier to build your own diversified portfolio
Are you finding it hard to build a sustainable investment portfolio, let alone having time to actively manage it?
SWU Online Invest takes the hassle out of investing. Giving people of all walks of life access to a range of professionally managed portfolios from an investment team with over a 100 years of combined investment experience!
We believe alignment of interest is paramount which is why only investments that the principals of the SWU Group have invested in for themselves are included in the portfolios; leaving you to rest easy knowing the portfolios are made up from the best of the best.
Keep track of your portfolio 24/7 with the SWU Online Invest App
SWU Online Invest offer the following Model Portfolios:
Growth Engines
Investment objective
Aims to provide investors with a target return of inflation +4.5% over rolling periods of 7 years or more by investing in a diversified portfolio of predominantly growth assets.
Typical investor
Investors who are looking for higher potential investment returns and who are prepared to accept higher risk and volatility to achieve it.
Investment Strategy and approach
To invest in a well-diversified portfolio of investment opportunities which target longer term growth aspirations of investors. Sources of return will be captured from multiple sectors including but not limited to equities, bonds, property, infrastructure and alternatives.
Asia Allstars
Investment objective
Aims to provide investors with a target rate of return of inflation +5.5% over rolling periods of 7 years or more by investing in a diversified portfolio of Asian centric opportunities for both income and capital growth.
Typical investor
Investors who are looking for a specific exposure to a diversified range of Asian centric opportunities with higher potential investment returns and who are prepared to accept higher risk and volatility to achieve it either as an Asia shares focused portfolio or as part of a wider strategy depending on their particular circumstances and goals.
Investment Strategy and approach
To invest in a well-diversified portfolio of Asian centric investment opportunities which target longer term growth aspirations of investors. Sources of return will be captured from multiple sectors including but not limited to equities, bonds, property, infrastructure and alternatives.
Income Booster
Investment objective
Aims to provide investors with a diversified portfolio of investment opportunities that provide consistent and regular income while achieving this with lower levels of volatility compared to equities.
Typical investor
Investors who are looking for diversified sources of income that are a higher rate of return than currently offered by bank deposits and are willing to accept a higher level of risk and volatility to achieve it.
Investment Strategy and approach
To invest in a well-diversified portfolio of investment opportunities which target consistent and regular income from multiple sources. Sources of total return will be captured from multiple sectors including but not limited to equities, bonds, property, infrastructure and alternatives.
Balanced Beam
Investment objective
Aims to provide investors with a target return of inflation +3.5% over rolling periods of 7 years or more by investing in a diversified portfolio of growth and defensive assets.
Typical investor
Investors who are looking for higher potential investment returns compared to purely defensive assets and who are prepared to accept higher risk and volatility to achieve it.
Investment Strategy and approach
To invest in a well-diversified portfolio of investment opportunities which target longer term growth aspirations of investors. Sources of return will be captured from multiple sectors including but not limited to equities, bonds, property, infrastructure and alternatives.
How it works
