Shaw and Partners

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

With a national presence and over $18 billion of assets under advice, Shaw and Partners offers the intimacy of a boutique investment firm, backed by the resources and scale of a major financial group, EFG International.

At Shaw and Partners, we offer tailored advice and investment solutions, financial planning and corporate advisory services. We act for and on behalf of individuals, institutions, corporates and charities. We are 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.
Profile Video
Funds Under Management $18b
Staff / Employees 300
our team
  • Martin Crabb View Profile
    Chief Investment Officer
  • Steve Anagnos View Profile
    Co-Head, Income Strategies
  • 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.
Minimum Investment Amount
$25000

Model Composition

Allocation as at November 2019

    Allocation & Fees
    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
    This example is an out-of-date breakdown of this model and should not be taken to represent our current thinking or composition
    Cash 0.02% $2,000
    Code Security name Weighting % Amount
    CASH Cash 0.02% $20
    Cash 0.02% $2,000
    Australian Fixed Interest 99.98% $9,998,000
    Code Security name Weighting % Amount
    ANZPG CAP NOTE 3-BBSW+4.70% PERP NON-CUM RED T-03-24 6.03% $6,033
    SSB0122AU Legg Mason Western Asset Australian Bond A 3.97% $3,969
    PLUS VanEck Vectors Australian Corporate Bond Plus ETF 3.35% $3,346
    NABPF Cnv Pref 3-Bbsw+3.20% Perp Non-Cum Red T-03-19 3.78% $3,784
    NABPD CAP NOTE 3-BBSW+4.95% PERP NON-CUM RED T-07-22 4.88% $4,877
    NABPC CAP NOTE 3-BBSW+3.50% PERP NON-CUM RED T-07-23 7.83% $7,828
    NABPB CNV PREF 3-BBSW+3.25% PERP NON-CUM RED T-12-22 5.11% $5,107
    NABHA HYBRID 3-BBSW+1.25% PERP SUB EXCH NON-CUM STAP 6.04% $6,041
    MXT MCP Master Income 3.38% $3,375
    MQGPC CAP NOTE 3-BBSW+4.00% PERP NON-CUM RED T-12-24 8.05% $8,055
    MBLPA CAP NOTE 6-BBSW+3.30% PERP NON-CUM RED T-03-23 3.51% $3,513
    IANG CONVERT BOND 3-BBSW+4.00% PERP SUB NON-CUM EX RES 4.46% $4,458
    IAF iShares Core Composite Bond ETF 2.27% $2,273
    FRT0027AU Franklin Aust. Rtrn Bond Fund 3.47% $3,466
    CHN0005AU CC JCB Active Bond 4.00% $4,004
    CBAPG CAP NOTE 3-BBSW+3.40% PERP NON-CUM RED T-04-25 4.01% $4,014
    CBAPE CAP NOTE 3-BBSW+5.20% PERP NON-CUM RED T-10-21 4.55% $4,547
    CBAPD CAP NOTE 3-BBSW+2.80% PERP NON-CUM RED T-12-24 7.66% $7,660
    WBCPF CAP NOTE 3-BBSW+4.00% PERP NON-CUM RED T-03-21 6.59% $6,588
    WBCPG CAP NOTE 3-BBSW+4.90% PERP NON-CUM RED T-12-21 7.04% $7,043
    Australian Fixed Interest 99.98% $9,998,000
    100.00%
    Total
    $100,002
    Your monthly fee
    Model Portfolio Fee
    $ - per month
    +
    OpenInvest Fee
    FREE First 12 months
    =
    Monthly Fee
    $ -

    After the initial 12 month free period, the monthly OpenInvest fee will be $ - per month based on the investment amount entered.

    Model Portfolio Fee
    $ - per month
    This includes:

    Shaw and Partners Fee, which covers their professional investment management expertise, intellectual property, research, analysis, modelling, asset allocation, and buying and selling decisions. This fee is deducted directly from your investment account.

    The Indirect Cost, which is an estimate of underlying charges of some of the holdings Shaw and Partners may invest in, such as ETFs and managed funds. These charges are automatically deducted by those funds, rather than coming out of your account.

    OpenInvest Fee
    FREE for the first 12 monthsthen $ - per month

    The OpenInvest Fee covers all costs of administering your portfolio, including updating your portfolio - based on decisions of your chosen investment manager - and detailed reporting. This fee is deducted directly from your investment account.

    • No hidden fees or charges
    • We pay for brokerage
    • You keep all interest earned

    A Transaction Cost is an underlying charge levied by an ETF or managed fund when you buy into or sell out of a fund.

    The estimated initial transaction cost for the funds in this model portfolio on a $100000 investment is $ -.

    All fees and charges are inclusive of GST.

    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).
    Minimum Investment Amount
    $25000

    Model Composition

    Allocation as at November 2019

      Allocation & Fees
      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
      This example is an out-of-date breakdown of this model and should not be taken to represent our current thinking or composition
      Cash 0.01% $1,000
      Code Security name Weighting % Amount
      CASH Cash 0.01% $10
      Cash 0.01% $1,000
      Australian Shares 30.01% $29,980
      Code Security name Weighting % Amount
      AGL AGL Energy 1.42% $1,416
      WBC Westpac Banking 2.42% $2,423
      SYD Sydney Airport 1.91% $1,911
      SUN Suncorp Grp 1.66% $1,659
      SHL Sonic Healthcare 2.24% $2,242
      RHC Ramsay Health Care 2.20% $2,196
      NAB National Aust Bank 2.62% $2,617
      WES Wesfarmers 2.06% $2,055
      MQG Macq Grp 2.03% $2,026
      MFG Magellan Fin Grp 2.71% $2,707
      JBH JB Hi-Fi 2.70% $2,696
      WPL Woodside Pet 1.62% $1,616
      AWC Alumina 1.42% $1,417
      BHP BHP 1.88% $1,876
      BOQ Bank of Qld 1.12% $1,121
      Australian Shares 30.01% $29,980
      International Shares 15.64% $15,641
      Code Security name Weighting % Amount
      HGI0005AU Janus Henderson Global Equity Income 12.55% $12,548
      PER0758AU JPMorgan Global Macro Opportunities Fund - Class A units 3.09% $3,092
      International Shares 15.64% $15,641
      Australian Property 3.33% $3,332
      Code Security name Weighting % Amount
      SGP Stockland 1.74% $1,743
      SCG Scentre Grp 1.59% $1,589
      Australian Property 3.33% $3,332
      International Property 1.19% $1,188
      Code Security name Weighting % Amount
      URW Unibail Rodamco Wfld 1.19% $1,188
      International Property 1.19% $1,188
      Australian Fixed Interest 37.89% $3,789,000
      Code Security name Weighting % Amount
      NABPC CAP NOTE 3-BBSW+3.50% PERP NON-CUM RED T-07-23 2.34% $2,339
      WBCPG CAP NOTE 3-BBSW+4.90% PERP NON-CUM RED T-12-21 2.10% $2,096
      WBCPF CAP NOTE 3-BBSW+4.00% PERP NON-CUM RED T-03-21 1.96% $1,963
      ANZPG CAP NOTE 3-BBSW+4.70% PERP NON-CUM RED T-03-24 1.80% $1,796
      SSB0122AU Legg Mason Western Asset Australian Bond A 2.77% $2,768
      CBAPD CAP NOTE 3-BBSW+2.80% PERP NON-CUM RED T-12-24 2.28% $2,281
      PLUS VanEck Vectors Australian Corporate Bond Plus ETF 2.34% $2,342
      NABPD CAP NOTE 3-BBSW+4.95% PERP NON-CUM RED T-07-22 1.46% $1,456
      MQGPC CAP NOTE 3-BBSW+4.00% PERP NON-CUM RED T-12-24 2.40% $2,402
      NABPB CNV PREF 3-BBSW+3.25% PERP NON-CUM RED T-12-22 1.52% $1,519
      NABPA CNV PREF 3-BBSW+3.20% PERP NON-CUM RED T-03-21 1.07% $1,069
      NABHA HYBRID 3-BBSW+1.25% PERP SUB EXCH NON-CUM STAP 1.81% $1,807
      CBAPE CAP NOTE 3-BBSW+5.20% PERP NON-CUM RED T-10-21 1.35% $1,353
      MXT MCP Master Income 2.35% $2,355
      CBAPG CAP NOTE 3-BBSW+3.40% PERP NON-CUM RED T-04-25 1.19% $1,188
      CHN0005AU CC JCB Active Bond 2.79% $2,795
      MBLPA CAP NOTE 6-BBSW+3.30% PERP NON-CUM RED T-03-23 1.05% $1,046
      FRT0027AU Franklin Aust. Rtrn Bond Fund 2.43% $2,427
      IANG CONVERT BOND 3-BBSW+4.00% PERP SUB NON-CUM EX RES 1.33% $1,333
      IAF iShares Core Composite Bond ETF 1.58% $1,580
      Australian Fixed Interest 37.89% $3,789,000
      Alternatives 11.93% $11,942
      Code Security name Weighting % Amount
      FRT0011AU Franklin Templeton Multisector Bond Fund 1.90% $1,904
      MAQ0482AU Macquarie Winton Global Alpha 2.22% $2,222
      GMO0006AU Gmo Systematic Global Macro Trust 5.20% $5,201
      GOLD ETFS Physical Gold 2.61% $2,614
      Alternatives 11.93% $11,942
      100.00%
      Total
      $100,009
      Your monthly fee
      Model Portfolio Fee
      $ - per month
      +
      OpenInvest Fee
      FREE First 12 months
      =
      Monthly Fee
      $ -

      After the initial 12 month free period, the monthly OpenInvest fee will be $ - per month based on the investment amount entered.

      Model Portfolio Fee
      $ - per month
      This includes:

      Shaw and Partners Fee, which covers their professional investment management expertise, intellectual property, research, analysis, modelling, asset allocation, and buying and selling decisions. This fee is deducted directly from your investment account.

      The Indirect Cost, which is an estimate of underlying charges of some of the holdings Shaw and Partners may invest in, such as ETFs and managed funds. These charges are automatically deducted by those funds, rather than coming out of your account.

      OpenInvest Fee
      FREE for the first 12 monthsthen $ - per month

      The OpenInvest Fee covers all costs of administering your portfolio, including updating your portfolio - based on decisions of your chosen investment manager - and detailed reporting. This fee is deducted directly from your investment account.

      • No hidden fees or charges
      • We pay for brokerage
      • You keep all interest earned

      A Transaction Cost is an underlying charge levied by an ETF or managed fund when you buy into or sell out of a fund.

      The estimated initial transaction cost for the funds in this model portfolio on a $100000 investment is $ -.

      All fees and charges are inclusive of GST.

      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).
      Minimum Investment Amount
      $25000

      Model Composition

      Allocation as at November 2019

        Allocation & Fees
        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
        This example is an out-of-date breakdown of this model and should not be taken to represent our current thinking or composition
        Cash 0.02% $2,000
        Code Security name Weighting % Amount
        CASH Cash 0.02% $20
        Cash 0.02% $2,000
        Australian Shares 37.25% $3,725,000
        Code Security name Weighting % Amount
        WPL Woodside Pet 1.82% $1,823
        NAB National Aust Bank 2.21% $2,207
        LLC Lendlease Grp 1.47% $1,467
        OPS0002AU OC Premium Small Companies 2.95% $2,954
        OSH Oil Search 1.11% $1,105
        OZL OZ Min 1.06% $1,055
        RIO Rio Tinto 1.55% $1,551
        FMG Fortescue Metals Grp 1.95% $1,953
        FLT Flight Centre Travel 0.94% $935
        FID0026AU Fidelity Future Leaders 2.50% $2,505
        MQG Macq Grp 2.11% $2,109
        EVN Evolution Min 1.63% $1,630
        CTX Caltex Aust 1.45% $1,447
        CSA0131AU Aberdeen Standard Australian Small Companies 2.40% $2,396
        SUN Suncorp Grp 1.35% $1,347
        WBC Westpac Banking 2.23% $2,227
        CBA Commonwealth Bank of Aust 3.15% $3,154
        BOQ Bank of Qld 0.70% $696
        BHP BHP 3.46% $3,460
        WES Wesfarmers 1.21% $1,213
        Australian Shares 37.25% $3,725,000
        International Shares 19.20% $19,201
        Code Security name Weighting % Amount
        PER0758AU JPMorgan Global Macro Opportunities Fund - Class A units 3.74% $3,736
        ETL0071AU T. Rowe Price Global Equity Fund 15.46% $15,465
        International Shares 19.20% $19,201
        Australian Property 4.53% $4,529
        Code Security name Weighting % Amount
        SGP Stockland 1.27% $1,271
        SCG Scentre Grp 0.92% $916
        VCX Vicinity Centres 0.95% $952
        MGR Mirvac Grp 1.39% $1,391
        Australian Property 4.53% $4,529
        Australian Fixed Interest 24.59% $24,626
        Code Security name Weighting % Amount
        MQGPC CAP NOTE 3-BBSW+4.00% PERP NON-CUM RED T-12-24 1.44% $1,440
        WBCPG CAP NOTE 3-BBSW+4.90% PERP NON-CUM RED T-12-21 1.26% $1,264
        WBCPF CAP NOTE 3-BBSW+4.00% PERP NON-CUM RED T-03-21 1.18% $1,182
        CBAPD CAP NOTE 3-BBSW+2.80% PERP NON-CUM RED T-12-24 1.36% $1,364
        CBAPE CAP NOTE 3-BBSW+5.20% PERP NON-CUM RED T-10-21 0.91% $907
        CBAPG CAP NOTE 3-BBSW+3.40% PERP NON-CUM RED T-04-25 0.95% $952
        SSB0122AU Legg Mason Western Asset Australian Bond A 1.83% $1,833
        CHN0005AU CC JCB Active Bond 1.84% $1,844
        FRT0027AU Franklin Aust. Rtrn Bond Fund 1.60% $1,603
        PLUS VanEck Vectors Australian Corporate Bond Plus ETF 1.55% $1,549
        MBLPA CAP NOTE 6-BBSW+3.30% PERP NON-CUM RED T-03-23 0.89% $890
        ANZPG CAP NOTE 3-BBSW+4.70% PERP NON-CUM RED T-03-24 1.08% $1,079
        IAF iShares Core Composite Bond ETF 1.04% $1,041
        IANG CONVERT BOND 3-BBSW+4.00% PERP SUB NON-CUM EX RES 0.89% $893
        NABPD CAP NOTE 3-BBSW+4.95% PERP NON-CUM RED T-07-22 0.92% $921
        NABPC CAP NOTE 3-BBSW+3.50% PERP NON-CUM RED T-07-23 1.40% $1,399
        NABPB CNV PREF 3-BBSW+3.25% PERP NON-CUM RED T-12-22 0.91% $915
        NABPA CNV PREF 3-BBSW+3.20% PERP NON-CUM RED T-03-21 0.91% $914
        NABHA HYBRID 3-BBSW+1.25% PERP SUB EXCH NON-CUM STAP 1.08% $1,084
        MXT MCP Master Income 1.55% $1,553
        Australian Fixed Interest 24.59% $24,626
        Alternatives 14.41% $14,408
        Code Security name Weighting % Amount
        FRT0011AU Franklin Templeton Multisector Bond Fund 2.52% $2,522
        MAQ0482AU Macquarie Winton Global Alpha 2.96% $2,956
        GOLD ETFS Physical Gold 3.49% $3,492
        GMO0006AU Gmo Systematic Global Macro Trust 5.44% $5,438
        Alternatives 14.41% $14,408
        100.00%
        Total
        $100,019
        Your monthly fee
        Model Portfolio Fee
        $ - per month
        +
        OpenInvest Fee
        FREE First 12 months
        =
        Monthly Fee
        $ -

        After the initial 12 month free period, the monthly OpenInvest fee will be $ - per month based on the investment amount entered.

        Model Portfolio Fee
        $ - per month
        This includes:

        Shaw and Partners Fee, which covers their professional investment management expertise, intellectual property, research, analysis, modelling, asset allocation, and buying and selling decisions. This fee is deducted directly from your investment account.

        The Indirect Cost, which is an estimate of underlying charges of some of the holdings Shaw and Partners may invest in, such as ETFs and managed funds. These charges are automatically deducted by those funds, rather than coming out of your account.

        OpenInvest Fee
        FREE for the first 12 monthsthen $ - per month

        The OpenInvest Fee covers all costs of administering your portfolio, including updating your portfolio - based on decisions of your chosen investment manager - and detailed reporting. This fee is deducted directly from your investment account.

        • No hidden fees or charges
        • We pay for brokerage
        • You keep all interest earned

        A Transaction Cost is an underlying charge levied by an ETF or managed fund when you buy into or sell out of a fund.

        The estimated initial transaction cost for the funds in this model portfolio on a $100000 investment is $ -.

        All fees and charges are inclusive of GST.

        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).
        Minimum Investment Amount
        $25000

        Model Composition

        Allocation as at November 2019

          Allocation & Fees
          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
          This example is an out-of-date breakdown of this model and should not be taken to represent our current thinking or composition
          Cash 0.01% $1,000
          Code Security name Weighting % Amount
          CASH Cash 0.01% $10
          Cash 0.01% $1,000
          Australian Shares 63.28% $6,328,000
          Code Security name Weighting % Amount
          ALL Aristocrat Leisure 3.01% $3,013
          SEK Seek 2.50% $2,495
          RMD ResMed Inc 3.00% $3,001
          OZL OZ Min 1.98% $1,985
          OSH Oil Search 1.76% $1,762
          OPS0002AU OC Premium Small Companies 6.06% $6,064
          MQG Macq Grp 2.24% $2,236
          MFG Magellan Fin Grp 3.55% $3,550
          LNK Link Admin Hldg 1.35% $1,347
          LLC Lendlease Grp 2.76% $2,759
          JHX James Hardie Ind 2.79% $2,787
          JHG Janus Henderson 2.04% $2,035
          SYD Sydney Airport 2.56% $2,563
          TWE Treasury Wine 2.18% $2,180
          FMG Fortescue Metals Grp 4.29% $4,287
          FID0026AU Fidelity Future Leaders 5.13% $5,125
          CWN Crown Resorts 1.88% $1,882
          CSL CSL 2.80% $2,803
          CSA0131AU Aberdeen Standard Australian Small Companies 4.91% $4,914
          COH Cochlear 2.31% $2,313
          CAR Carsales.com 2.09% $2,090
          BHP BHP 2.10% $2,100
          Australian Shares 63.28% $6,328,000
          International Shares 20.07% $20,068
          Code Security name Weighting % Amount
          ETL0071AU T. Rowe Price Global Equity Fund 16.38% $16,380
          PER0758AU JPMorgan Global Macro Opportunities Fund - Class A units 3.69% $3,688
          International Shares 20.07% $20,068
          Australian Property 2.41% $2,411
          Code Security name Weighting % Amount
          GMG Goodman Grp 2.41% $2,411
          Australian Property 2.41% $2,411
          Alternatives 14.23% $14,230
          Code Security name Weighting % Amount
          FRT0011AU Franklin Templeton Multisector Bond Fund 2.27% $2,265
          MAQ0482AU Macquarie Winton Global Alpha 2.65% $2,654
          GMO0006AU Gmo Systematic Global Macro Trust 6.20% $6,199
          GOLD ETFS Physical Gold 3.11% $3,112
          Alternatives 14.23% $14,230
          100.00%
          Total
          $100,010
          Your monthly fee
          Model Portfolio Fee
          $ - per month
          +
          OpenInvest Fee
          FREE First 12 months
          =
          Monthly Fee
          $ -

          After the initial 12 month free period, the monthly OpenInvest fee will be $ - per month based on the investment amount entered.

          Model Portfolio Fee
          $ - per month
          This includes:

          Shaw and Partners Fee, which covers their professional investment management expertise, intellectual property, research, analysis, modelling, asset allocation, and buying and selling decisions. This fee is deducted directly from your investment account.

          The Indirect Cost, which is an estimate of underlying charges of some of the holdings Shaw and Partners may invest in, such as ETFs and managed funds. These charges are automatically deducted by those funds, rather than coming out of your account.

          OpenInvest Fee
          FREE for the first 12 monthsthen $ - per month

          The OpenInvest Fee covers all costs of administering your portfolio, including updating your portfolio - based on decisions of your chosen investment manager - and detailed reporting. This fee is deducted directly from your investment account.

          • No hidden fees or charges
          • We pay for brokerage
          • You keep all interest earned

          A Transaction Cost is an underlying charge levied by an ETF or managed fund when you buy into or sell out of a fund.

          The estimated initial transaction cost for the funds in this model portfolio on a $100000 investment is $ -.

          All fees and charges are inclusive of GST.

          Ready to Invest?

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