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Collective Portfolio Service

Using our deep industry knowledge and relationships, we can recommend a wealth-building strategy that aligns with the type of investor you want to be.

Strength in numbers

Our Collective Portfolio Service comprises a number of strategies that aim to deliver against specific objectives, with a range of risk characteristics to match your risk and return objectives.

Working with us gives you access to a range of solutions that can be tailored to your goals. Whether you prefer an actively managed or passive portfolio, our experts will find an approach that fits.

We have investment solutions with clear investment objectives to cater for most investors, and we are laser-focused on delivering against them. And with scale, we can access lower rates that drive down costs

A proven approach

With us, you benefit from years of combined experience in managing collective strategies

Steering you to success

With the investment team focused on managing the investment strategies, your advisor will recommend the right solution for you

Sustainability-conscious

Investing responsibly matters to us, and our active portfolios are created with this in mind

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Learn more about the collective portfolio service and how portfolios are constructed.