How it Works

A premier league investment solution, open to everyone.

Who’s making the investment decisions?

OpenInvest gives you game-changing access to portfolios managed by some of the world’s leading Investment Management companies, making it easier for you to grow your wealth.

All you need to do is choose what sort of investment portfolio you want and managed by whom. Once you choose, OpenInvest will buy on your behalf all of the securities in that portfolio. And every time the Investment Manager of your portfolio believes a change should be made – to buy a particular security, to increase an allocation to an asset class, etc – they tell OpenInvest, and we will then make that change in your portfolio.

What portfolios can I choose from?

OpenInvest was designed to remove the complexity out of choosing your investment portfolio which is why our Investment Managers each offer four diversified investment portfolios for every type of investor - called ‘Model Portfolios’ - along the spectrum from mainly income-focused to more growth-focused.

Each portfolio profile has its own objectives, investment strategy and approach so you can align it with your goals to make a suitable choice.

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What types of investments make up the portfolio?

As these are diversified portfolios, they include a range of investments, from shares to ETFs to managed funds, spread across companies, industry sectors,  regions,  countries and asset classes to give you the best chance of meeting your investment goals.

Who administers the portfolio?

We make sophisticated investing  as easy as having a latte - OpenInvest handles all of the complex administration involved in investing, on your behalf: transacting, performance reporting, preparation of tax reports, and record keeping. So you can relax, safe in the knowledge that we’re looking after this bit of life admin.

How do I monitor my investments?

Access your portfolio on the go with your online portal and our mobile app, giving you complete visibility 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 (and easy to understand) visual 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 regularly provide content updates, explaining how they're thinking, what they're investing in, and why you own what you own. So you’ll always be in the know with what’s happening in YOUR portfolio.

Simple, all-inclusive pricing

Hassle free and free of hidden costs. Our fee philosophy, like everything else on our platform represents openness and transparency.  So your fee is simple, clear and easy-to-understand.

Click here to calculate your fees.

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