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We understand you
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.
The choice of 4 investment portfolios
Recommended Minimum Investment $5,000
Quick and easy steps to open an account
SWU Online Invest offer the following Model Portfolios
Investment Object
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
Investment Object
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 Asian 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
Investment Object
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
Investment Object
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
How it works
Register and explore
Register on our website or App to access the Investor Portal – here you can explore the range of portfolios, use our fee calculator to explore the pricing, read articles, see past performance and access the key documents like the Product Disclosure Statement.
Choose a portfolio
When you are ready, select a portfolio.
Open your account
Apply online, no paperwork required.
Monitor Performance
Keep updated on your investments with our portfolio updates and insight articles.
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Get started today!
Register and keep track of your portfolio 24/7 with the SWU Online Invest App.
