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.

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The choice of 4 investment portfolios
Minimum Investment $5,000
Quick and easy steps to open an account

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.

Recommended Minimum Investment
$5,000
Indicative number of holdings
5 to 15
* The pie chart represents the indicative strategic asset allocation for the Growth Engine SWU Online Invest model portfolio. Your current asset allocation can be viewed via your investor login.

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.

Recommended Minimum Investment
$5,000
Indicative number of holdings
4 to 10
* The pie chart represents the indicative strategic asset allocation for the Asia Allstars SWU Online Invest model portfolio. Your current asset allocation can be viewed via your investor login.

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.

Recommended Minimum Investment
$5,000
Indicative number of holdings
5 to 15
* The pie chart represents the indicative strategic asset allocation for the Income Booster SWU Online Invest model portfolio. Your current asset allocation can be viewed via your investor login.

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.

Recommended Minimum Investment
$5,000
Indicative number of holdings
5 to 15
* The pie chart represents the indicative strategic asset allocation for the Balanced Beam SWU Online Invest model portfolio. Your current asset allocation can be viewed via your investor login.

How it works

Select a portfolio
Open your account
SWU Invest will manage your investments

OpenInvest Limited (ACN 614 587 183 AFSL 504 155) has appointed SWU Online Invest Pty Ltd (A Corporate Authorised Representative of Premium China Funds Management Pty Ltd AFSL 291570) as the portfolio manager for various model portfolios it is the responsible entity for. SWU Online Invest Pty Ltd has prepared this website 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 SWU Online Invest 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 available is provided above. You should refer to the PDS to decide which option may be suitable to your needs and objectives.