Shaw and Partners

Shaw and Partners is one of Australia’s preeminent investment and wealth management firms.

With a national presence and $16 billion of assets under advice, Shaw and Partners offers the intimacy of a boutique investment firm with the resources and scale of a major financial group.

We are privately owned and client focused, having helped our clients manage and grow their financial assets for over 30 years. Our emphasis on integrity has enabled us to achieve very high levels of client satisfaction, while unlocking opportunities of significant value.

Backed by fresh thinking, robust research and some of the nation’s best investment and wealth experts, our business has been designed to meet the growing needs of our clients. Shaw and Partners offers access to an extensive team of private client advisers, institutional sales and trading specialists, market leading research analysts and strategic corporate financiers.

By working closely with clients and targeting their needs, we have forged strong long-term relationships. So, whether you are an ordinary investor, high net worth individual, charity, institution or corporate, our goal is simple: to listen to you, then act according to your needs alone.
Funds Under Management $16b
Staff / Employees 280
our team
  • Martin Crabb
    Martin Crabb View Profile
    Chief Investment Officer
  • Steve Anagnos
    Steve Anagnos View Profile
    Co-Head, Income Strategies
  • Cameron Duncan
    Cameron Duncan View Profile
    Co-Head, Income Strategies
Investment Models
Investment Objective
The model invests in a portfolio of ASX listed hybrid securities, debt-based ETFs and debt specialist managed funds. This portfolio offers potential diversification benefits to both Australian equities and cash or term deposits. The model’s return will be generated from a combination of interest payments, hybrid dividends (cash and franking credits) and capital growth (realised and unrealised), providing investors with a predictable level of income whilst minimising risk to capital.
Typical Investor
Investors that seek a sustainable income stream (inclusive of franking credits) over a 3 year + time frame, with a lower risk of loss than equities, and a higher rate of return than cash like investments.
Investment Strategy and Approach
We aim to achieve the investment objectives via a qualitative and quantitative investment process. Key criteria and areas of focus are: Credit quality of the issuer, sector/industry, call date, conversion dates and final maturity details, structure of instrument and timing and composition of cash flows. The portfolio will be diversified across the above criteria. The portfolio will be monitored against the manager’s expectations of equity returns, credit market implied volatilities and underlying interest rates in order to ensure it is invested across a range of market cycles to meet its return objective, while adhering to the risk tolerances set.

Model Composition

Allocation as of November 2018

    Fees & Charges
    Enter an investment amount then scroll down to see an indicative example of the portfolio you would own, as well as the associated fee.
    Shaw and Partners Defensive Income
    As of November 2018
    Cash 0.02% $2,000
    Code Security name Weighting % Amount
    CASH Cash 0.02% $20
    Cash 0.02% $2,000
    Australian Shares 3.68% $3,684
    Code Security name Weighting % Amount
    MXT MCP Master Income 3.68% $3,684
    Australian Shares 3.68% $3,684
    Australian Fixed Interest 96.30% $9,630,000
    Code Security name Weighting % Amount
    ANZPG CAP NOTE 3-BBSW+4.70% PERP NON-CUM RED T-03-24 5.90% $5,899
    PLUS VanEck Vectors Australian Corporate Bond Plus ETF 3.34% $3,345
    NABPD CAP NOTE 3-BBSW+4.95% PERP NON-CUM RED T-07-22 4.94% $4,939
    NABPC CAP NOTE 3-BBSW+3.50% PERP NON-CUM RED T-07-23 8.11% $8,108
    NABPB CNV PREF 3-BBSW+3.25% PERP NON-CUM RED T-12-22 5.23% $5,233
    NABHA HYBRID 3-BBSW+1.25% PERP SUB EXCH NON-CUM STAP 5.74% $5,738
    MQGPC CAP NOTE 3-BBSW+4.00% PERP NON-CUM RED T-12-24 7.94% $7,944
    MBLPA CAP NOTE 6-BBSW+3.30% PERP NON-CUM RED T-03-23 3.68% $3,678
    IANG CONVERT BOND 3-BBSW+4.00% PERP SUB NON-CUM EX RES 4.64% $4,644
    IAF iShares Core Composite Bond ETF 2.26% $2,260
    FRT0027AU Franklin Aust. Rtrn Bond Fund 3.59% $3,591
    CHN0005AU CC JCB Active Bond 3.98% $3,976
    CBAPG CAP NOTE 3-BBSW+3.40% PERP NON-CUM RED T-04-25 5.33% $5,335
    CBAPE CAP NOTE 3-BBSW+5.20% PERP NON-CUM RED T-10-21 4.65% $4,655
    CBAPD CAP NOTE 3-BBSW+2.80% PERP NON-CUM RED T-12-24 7.54% $7,540
    CBAPC CAP NOTE 3-BBSW+3.80% PERP NON-CUM RED T-12-20 5.25% $5,247
    WBCPF CAP NOTE 3-BBSW+4.00% PERP NON-CUM RED T-03-21 6.93% $6,927
    WBCPG CAP NOTE 3-BBSW+4.90% PERP NON-CUM RED T-12-21 7.25% $7,253
    Australian Fixed Interest 96.30% $9,630,000
    100.00%
    Total
    $100,014
    Fees & Charges
    Enter an investment amount to get an estimate on your fees.
    Management fee
    1.00% $0
    +
    Indirect cost
    0.09% $0
    =
    Total Per Annum
    1.09% $0

    You will pay $0.00 per month when you invest with us based on the initial investment amount entered, and the investment manager and model portfolio chosen. All fees and charges are inclusive of GST.

    If you would like to see our fees and charges in more detail, please visit our Fees section.

    Initial Transaction Cost

    The estimated transaction cost for the funds in this model portfolio is $0

    Ready to Invest?

    Our single, simple fee covers administration and operations by OpenInvest, the services of your chosen investment manager, and any indirect costs.

    Investment Objective
    The primary objective of this portfolio is to provide a regular and sustainable income stream over the medium term (3–5 years) whilst minimising risk to capital. It achieves this by investing in a diversified portfolio of asset classes and strategies.
    Typical Investor
    Investors that seek income as the primary objective, and some capital appreciation from a broad range of Australian and global asset classes and strategies and accept the risk of share price volatility.
    Investment Strategy and Approach
    The investment process combines quantitative and qualitative criteria and analysis to identify asset classes, markets and securities and strategies which have a focus toward producing sustainable income as opposed to capital growth. The portfolio construction is based on macro-economic and thematic views of Shaw’s Research in order to best meet the risk and return objectives of the investment strategy. The portfolio has effectively its own asset and risk allocation managed by the Shaw Portfolio Strategies Team. Asset classes and strategies may include cash, Australian debt securities, and Hybrid Securities and Australian equities including property securities, international equities funds and alternative strategies (ETFs and or managed funds).

    Model Composition

    Allocation as of November 2018

      Fees & Charges
      Enter an investment amount then scroll down to see an indicative example of the portfolio you would own, as well as the associated fee.
      Shaw and Partners Sustainable Income
      As of November 2018
      Cash 0.01% $1,000
      Code Security name Weighting % Amount
      CASH Cash 0.01% $10
      Cash 0.01% $1,000
      Australian Shares 41.14% $41,121
      Code Security name Weighting % Amount
      AGL AGL Energy 1.78% $1,776
      WBC Westpac Banking 3.34% $3,335
      URW Unibail Rodamco Wfld 1.50% $1,497
      SYD Sydney Airport 1.70% $1,696
      SUN Suncorp Grp 2.09% $2,089
      SHL Sonic Healthcare 2.00% $1,996
      SGP Stockland 1.57% $1,574
      SCG Scentre Grp 2.02% $2,018
      RHC Ramsay Health Care 2.33% $2,328
      NAB National Aust Bank 3.23% $3,233
      MXT MCP Master Income 3.32% $3,319
      MQG Macq Grp 2.20% $2,205
      WES Wesfarmers 2.13% $2,131
      JBH JB Hi-Fi 1.93% $1,931
      MFG Magellan Fin Grp 1.81% $1,814
      WPL Woodside Pet 2.19% $2,185
      AWC Alumina 1.85% $1,846
      BHP BHP 2.31% $2,305
      BOQ Bank of Qld 1.84% $1,842
      Australian Shares 41.14% $41,121
      International Shares 3.81% $3,810
      Code Security name Weighting % Amount
      MAL0018AU Blackrock Global Allocation Aus 3.81% $3,810
      International Shares 3.81% $3,810
      Australian Fixed Interest 43.02% $4,302,000
      Code Security name Weighting % Amount
      WBCPG CAP NOTE 3-BBSW+4.90% PERP NON-CUM RED T-12-21 2.72% $2,721
      WBCPF CAP NOTE 3-BBSW+4.00% PERP NON-CUM RED T-03-21 2.60% $2,601
      ANZPG CAP NOTE 3-BBSW+4.70% PERP NON-CUM RED T-03-24 2.21% $2,212
      CBAPC CAP NOTE 3-BBSW+3.80% PERP NON-CUM RED T-12-20 1.97% $1,967
      CBAPD CAP NOTE 3-BBSW+2.80% PERP NON-CUM RED T-12-24 2.83% $2,832
      CBAPE CAP NOTE 3-BBSW+5.20% PERP NON-CUM RED T-10-21 1.76% $1,755
      PLUS VanEck Vectors Australian Corporate Bond Plus ETF 3.01% $3,011
      NABPD CAP NOTE 3-BBSW+4.95% PERP NON-CUM RED T-07-22 1.85% $1,846
      NABPC CAP NOTE 3-BBSW+3.50% PERP NON-CUM RED T-07-23 3.05% $3,046
      NABPB CNV PREF 3-BBSW+3.25% PERP NON-CUM RED T-12-22 1.96% $1,964
      NABHA HYBRID 3-BBSW+1.25% PERP SUB EXCH NON-CUM STAP 2.15% $2,154
      CBAPG CAP NOTE 3-BBSW+3.40% PERP NON-CUM RED T-04-25 2.00% $2,002
      CHN0005AU CC JCB Active Bond 3.57% $3,574
      MQGPC CAP NOTE 3-BBSW+4.00% PERP NON-CUM RED T-12-24 2.98% $2,981
      FRT0027AU Franklin Aust. Rtrn Bond Fund 3.23% $3,234
      MBLPA CAP NOTE 6-BBSW+3.30% PERP NON-CUM RED T-03-23 1.38% $1,380
      IAF iShares Core Composite Bond ETF 2.03% $2,032
      IANG CONVERT BOND 3-BBSW+4.00% PERP SUB NON-CUM EX RES 1.74% $1,742
      Australian Fixed Interest 43.02% $4,302,000
      Alternatives 12.02% $12,011
      Code Security name Weighting % Amount
      ASX6124AU Auscap Long Short Aus Equs 2.60% $2,599
      GMO0006AU Gmo Systematic Global Macro Trust 6.40% $6,396
      GOLD ETFS Physical Gold 3.02% $3,016
      Alternatives 12.02% $12,011
      100.00%
      Total
      $100,008
      Fees & Charges
      Enter an investment amount to get an estimate on your fees.
      Management fee
      1.20% $0
      +
      Indirect cost
      0.21% $0
      =
      Total Per Annum
      1.41% $0

      You will pay $0.00 per month when you invest with us based on the initial investment amount entered, and the investment manager and model portfolio chosen. All fees and charges are inclusive of GST.

      If you would like to see our fees and charges in more detail, please visit our Fees section.

      Initial Transaction Cost

      The estimated transaction cost for the funds in this model portfolio is $0

      Ready to Invest?

      Our single, simple fee covers administration and operations by OpenInvest, the services of your chosen investment manager, and any indirect costs.

      Investment Objective
      The primary objective of this portfolio is to provide capital growth and some income over the medium term (4–6 years) whilst minimising risk to capital. It achieves this by investing in a diversified portfolio of asset classes and strategies.
      Typical Investor
      Investors that seek a balance of income and capital growth as the primary objective from a broad range of Australian and global asset classes and strategies.
      Investment Strategy and Approach
      The investment process combines quantitative and qualitative criteria and analysis to identify asset classes, markets, securities and strategies which have a focus toward producing capital growth and some income. The portfolio construction is based on macro-economic and thematic views of Shaw’s Research in order to best meet the risk and return objectives of the investment strategy. Asset classes and strategies may include cash, Australian debt securities, Hybrid Securities and Australian equities including property securities, international equities funds and alternative strategies (accessed via ASX listed ETFs and or managed funds).

      Model Composition

      Allocation as of November 2018

        Fees & Charges
        Enter an investment amount then scroll down to see an indicative example of the portfolio you would own, as well as the associated fee.
        Shaw and Partners Robust Growth
        As of November 2018
        Cash 0.02% $2,000
        Code Security name Weighting % Amount
        CASH Cash 0.02% $20
        Cash 0.02% $2,000
        Australian Shares 41.19% $4,119,000
        Code Security name Weighting % Amount
        WPL Woodside Pet 2.18% $2,182
        NAB National Aust Bank 2.43% $2,428
        MXT MCP Master Income 2.04% $2,035
        OPS0002AU OC Premium Small Companies 3.42% $3,425
        MQG Macq Grp 2.17% $2,170
        MGR Mirvac Grp 1.11% $1,112
        WES Wesfarmers 1.14% $1,144
        LLC Lendlease Grp 1.09% $1,089
        OSH Oil Search 1.39% $1,394
        OZL OZ Min 1.14% $1,143
        RIO Rio Tinto 1.74% $1,738
        SCG Scentre Grp 1.11% $1,109
        FLT Flight Centre Travel 1.08% $1,077
        FMG Fortescue Metals Grp 1.20% $1,203
        CTX Caltex Aust 1.26% $1,256
        SGP Stockland 1.10% $1,103
        SUN Suncorp Grp 1.53% $1,533
        VCX Vicinity Centres 1.11% $1,112
        WBC Westpac Banking 2.85% $2,851
        CBA Commonwealth Bank of Aust 3.23% $3,231
        BOQ Bank of Qld 1.11% $1,105
        BHP BHP 3.99% $3,987
        EVN Evolution Min 1.77% $1,774
        Australian Shares 41.19% $4,119,000
        International Shares 20.00% $20,004
        Code Security name Weighting % Amount
        ETL0071AU T. Rowe Price Global Equity Fund 15.77% $15,770
        MAL0018AU Blackrock Global Allocation Aus 4.23% $4,234
        International Shares 20.00% $20,004
        Australian Fixed Interest 25.24% $25,240
        Code Security name Weighting % Amount
        NABPD CAP NOTE 3-BBSW+4.95% PERP NON-CUM RED T-07-22 1.11% $1,114
        PLUS VanEck Vectors Australian Corporate Bond Plus ETF 1.84% $1,840
        WBCPF CAP NOTE 3-BBSW+4.00% PERP NON-CUM RED T-03-21 1.43% $1,429
        WBCPG CAP NOTE 3-BBSW+4.90% PERP NON-CUM RED T-12-21 1.50% $1,498
        NABPC CAP NOTE 3-BBSW+3.50% PERP NON-CUM RED T-07-23 1.68% $1,676
        MBLPA CAP NOTE 6-BBSW+3.30% PERP NON-CUM RED T-03-23 1.10% $1,104
        NABHA HYBRID 3-BBSW+1.25% PERP SUB EXCH NON-CUM STAP 1.19% $1,193
        MQGPC CAP NOTE 3-BBSW+4.00% PERP NON-CUM RED T-12-24 1.65% $1,646
        IANG CONVERT BOND 3-BBSW+4.00% PERP SUB NON-CUM EX RES 1.11% $1,113
        IAF iShares Core Composite Bond ETF 1.24% $1,241
        FRT0027AU Franklin Aust. Rtrn Bond Fund 1.98% $1,980
        CHN0005AU CC JCB Active Bond 2.19% $2,191
        CBAPG CAP NOTE 3-BBSW+3.40% PERP NON-CUM RED T-04-25 1.11% $1,110
        CBAPE CAP NOTE 3-BBSW+5.20% PERP NON-CUM RED T-10-21 1.11% $1,107
        CBAPD CAP NOTE 3-BBSW+2.80% PERP NON-CUM RED T-12-24 1.56% $1,558
        CBAPC CAP NOTE 3-BBSW+3.80% PERP NON-CUM RED T-12-20 1.11% $1,110
        NABPB CNV PREF 3-BBSW+3.25% PERP NON-CUM RED T-12-22 1.11% $1,109
        ANZPG CAP NOTE 3-BBSW+4.70% PERP NON-CUM RED T-03-24 1.22% $1,222
        Australian Fixed Interest 25.24% $25,240
        Alternatives 13.55% $13,553
        Code Security name Weighting % Amount
        GOLD ETFS Physical Gold 3.70% $3,696
        GMO0006AU Gmo Systematic Global Macro Trust 6.67% $6,673
        ASX6124AU Auscap Long Short Aus Equs 3.18% $3,184
        Alternatives 13.55% $13,553
        100.00%
        Total
        $100,020
        Fees & Charges
        Enter an investment amount to get an estimate on your fees.
        Management fee
        1.20% $0
        +
        Indirect cost
        0.42% $0
        =
        Total Per Annum
        1.62% $0

        You will pay $0.00 per month when you invest with us based on the initial investment amount entered, and the investment manager and model portfolio chosen. All fees and charges are inclusive of GST.

        If you would like to see our fees and charges in more detail, please visit our Fees section.

        Initial Transaction Cost

        The estimated transaction cost for the funds in this model portfolio is $0

        Ready to Invest?

        Our single, simple fee covers administration and operations by OpenInvest, the services of your chosen investment manager, and any indirect costs.

        Investment Objective
        The primary objective is to provide capital growth over the longer term (5–7 years). It achieves this by investing in a diversified portfolio of asset classes and strategies.
        Typical Investor
        Investors that seek capital growth as the primary objective, and some income from a broad range of Australian and global asset classes and strategies. and are prepared to accept a higher level risk of volatility in their investment return.
        Investment Strategy and Approach
        The investment process combines quantitative and qualitative criteria and analysis to identify asset classes, markets, securities and strategies which have a focus toward producing capital growth. The portfolio construction is based on macro-economic and thematic views of Shaw's Research in order to best meet the risk and return objectives of the investment strategy. Asset classes and strategies may include cash, Australian equities including property securities, international equities funds and alternative strategies (accessed via ASX listed ETFs and or managed funds).

        Model Composition

        Allocation as of November 2018

          Fees & Charges
          Enter an investment amount then scroll down to see an indicative example of the portfolio you would own, as well as the associated fee.
          Shaw and Partners Maximum Growth
          As of November 2018
          Cash 0.03% $3,000
          Code Security name Weighting % Amount
          CASH Cash 0.03% $30
          Cash 0.03% $3,000
          Australian Shares 59.28% $5,928,000
          Code Security name Weighting % Amount
          ALL Aristocrat Leisure 2.94% $2,937
          SEK Seek 2.46% $2,460
          RMD ResMed Inc 3.05% $3,054
          OZL OZ Min 2.67% $2,671
          OSH Oil Search 2.64% $2,643
          OPS0002AU OC Premium Small Companies 7.84% $7,844
          MQG Macq Grp 2.70% $2,700
          MFG Magellan Fin Grp 2.57% $2,569
          LNK Link Admin Hldg 2.45% $2,451
          LLC Lendlease Grp 1.99% $1,987
          JHX James Hardie Ind 2.05% $2,045
          SYD Sydney Airport 2.48% $2,483
          JHG Janus Henderson 2.40% $2,404
          GMG Goodman Grp 2.96% $2,958
          FMG Fortescue Metals Grp 3.03% $3,034
          CWN Crown Resorts 2.36% $2,365
          CSL CSL 2.82% $2,823
          COH Cochlear 2.54% $2,542
          CAR Carsales.com 2.10% $2,102
          BHP BHP 2.83% $2,835
          TWE Treasury Wine 2.40% $2,402
          Australian Shares 59.28% $5,928,000
          International Shares 25.21% $25,217
          Code Security name Weighting % Amount
          MAL0018AU Blackrock Global Allocation Aus 4.90% $4,905
          ETL0071AU T. Rowe Price Global Equity Fund 20.31% $20,312
          International Shares 25.21% $25,217
          Alternatives 15.48% $15,475
          Code Security name Weighting % Amount
          GMO0006AU Gmo Systematic Global Macro Trust 8.24% $8,237
          ASX6124AU Auscap Long Short Aus Equs 3.35% $3,345
          GOLD ETFS Physical Gold 3.89% $3,893
          Alternatives 15.48% $15,475
          100.00%
          Total
          $100,030
          Fees & Charges
          Enter an investment amount to get an estimate on your fees.
          Management fee
          1.20% $0
          +
          Indirect cost
          0.50% $0
          =
          Total Per Annum
          1.70% $0

          You will pay $0.00 per month when you invest with us based on the initial investment amount entered, and the investment manager and model portfolio chosen. All fees and charges are inclusive of GST.

          If you would like to see our fees and charges in more detail, please visit our Fees section.

          Initial Transaction Cost

          The estimated transaction cost for the funds in this model portfolio is $0

          Ready to Invest?

          Our single, simple fee covers administration and operations by OpenInvest, the services of your chosen investment manager, and any indirect costs.