How it Works

Created for self-directed investors

Who’s making the investment decisions?

OpenInvest gives you access to leading investment management companies and their extensive resources.
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What portfolios can I choose from?

Each investment manager offers four portfolio models from mainly income-focused to more growth-focused.
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What types of investments make up the portfolio?

As these are diversified portfolios, they include a range of asset types and investments, from shares to managed funds.
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Who administers the portfolio?

OpenInvest handles all administration, transactions, reporting, record keeping, and legal compliance on your behalf.
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How do I monitor my investments?

The OpenInvest online portal gives you complete control of your portfolio 24 hours a day, 7 days a week.
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How can I see what I own?

There's a detailed breakdown of all investments in your portfolio, how much they cost and what they're worth.
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How am I kept informed?

Your chosen investment manager will explain how they're thinking, what they're investing in, and why you own what you own.
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How much do I pay?

There are no extra or hidden costs. You pay for professional investment management and administration and nothing else.

Click here to calculate your fees and savings.

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