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.
Profile Video
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 at December 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 at December 2018
    Cash 0.02% $2,000
    Code Security name Weighting % Amount
    CASH Cash 0.02% $20
    Cash 0.02% $2,000
    Australian Shares 3.71% $3,713
    Code Security name Weighting % Amount
    MXT MCP Master Income 3.71% $3,713
    Australian Shares 3.71% $3,713
    Australian Fixed Interest 96.27% $9,627,000
    Code Security name Weighting % Amount
    ANZPG CAP NOTE 3-BBSW+4.70% PERP NON-CUM RED T-03-24 6.11% $6,113
    PLUS VanEck Vectors Australian Corporate Bond Plus ETF 3.35% $3,352
    NABPD CAP NOTE 3-BBSW+4.95% PERP NON-CUM RED T-07-22 5.17% $5,172
    NABPC CAP NOTE 3-BBSW+3.50% PERP NON-CUM RED T-07-23 8.37% $8,369
    NABPB CNV PREF 3-BBSW+3.25% PERP NON-CUM RED T-12-22 5.44% $5,435
    NABPA CNV PREF 3-BBSW+3.20% PERP NON-CUM RED T-03-21 3.79% $3,793
    NABHA HYBRID 3-BBSW+1.25% PERP SUB EXCH NON-CUM STAP 5.86% $5,863
    MQGPC CAP NOTE 3-BBSW+4.00% PERP NON-CUM RED T-12-24 8.22% $8,215
    MBLPA CAP NOTE 6-BBSW+3.30% PERP NON-CUM RED T-03-23 3.84% $3,835
    IANG CONVERT BOND 3-BBSW+4.00% PERP SUB NON-CUM EX RES 4.84% $4,837
    IAF iShares Core Composite Bond ETF 2.29% $2,288
    FRT0027AU Franklin Aust. Rtrn Bond Fund 3.57% $3,569
    CHN0005AU CC JCB Active Bond 4.04% $4,042
    CBAPG CAP NOTE 3-BBSW+3.40% PERP NON-CUM RED T-04-25 4.04% $4,044
    CBAPE CAP NOTE 3-BBSW+5.20% PERP NON-CUM RED T-10-21 4.85% $4,854
    CBAPD CAP NOTE 3-BBSW+2.80% PERP NON-CUM RED T-12-24 7.82% $7,821
    WBCPF CAP NOTE 3-BBSW+4.00% PERP NON-CUM RED T-03-21 7.18% $7,185
    WBCPG CAP NOTE 3-BBSW+4.90% PERP NON-CUM RED T-12-21 7.49% $7,493
    Australian Fixed Interest 96.27% $9,627,000
    100.00%
    Total
    $100,013
    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 at December 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 at December 2018
      Cash 0.03% $3,000
      Code Security name Weighting % Amount
      CASH Cash 0.03% $30
      Cash 0.03% $3,000
      Australian Shares 40.34% $40,358
      Code Security name Weighting % Amount
      AGL AGL Energy 2.02% $2,024
      WBC Westpac Banking 3.06% $3,063
      URW Unibail Rodamco Wfld 1.30% $1,300
      SYD Sydney Airport 1.87% $1,872
      SUN Suncorp Grp 1.92% $1,921
      SHL Sonic Healthcare 2.01% $2,010
      SGP Stockland 1.65% $1,646
      SCG Scentre Grp 2.11% $2,106
      RHC Ramsay Health Care 2.35% $2,350
      NAB National Aust Bank 3.04% $3,041
      MXT MCP Master Income 3.27% $3,269
      WES Wesfarmers 2.10% $2,100
      MFG Magellan Fin Grp 1.62% $1,624
      JBH JB Hi-Fi 1.93% $1,934
      MQG Macq Grp 2.07% $2,067
      WPL Woodside Pet 1.99% $1,993
      AWC Alumina 1.73% $1,734
      BHP BHP 2.48% $2,478
      BOQ Bank of Qld 1.82% $1,824
      Australian Shares 40.34% $40,358
      International Shares 3.67% $3,673
      Code Security name Weighting % Amount
      MAL0018AU Blackrock Global Allocation Aus 3.67% $3,673
      International Shares 3.67% $3,673
      Australian Fixed Interest 43.03% $4,303,000
      Code Security name Weighting % Amount
      WBCPG CAP NOTE 3-BBSW+4.90% PERP NON-CUM RED T-12-21 2.83% $2,829
      WBCPF CAP NOTE 3-BBSW+4.00% PERP NON-CUM RED T-03-21 2.71% $2,708
      ANZPG CAP NOTE 3-BBSW+4.70% PERP NON-CUM RED T-03-24 2.30% $2,300
      CBAPD CAP NOTE 3-BBSW+2.80% PERP NON-CUM RED T-12-24 2.95% $2,953
      CBAPE CAP NOTE 3-BBSW+5.20% PERP NON-CUM RED T-10-21 1.83% $1,829
      CBAPG CAP NOTE 3-BBSW+3.40% PERP NON-CUM RED T-04-25 1.53% $1,526
      PLUS VanEck Vectors Australian Corporate Bond Plus ETF 2.97% $2,966
      NABPD CAP NOTE 3-BBSW+4.95% PERP NON-CUM RED T-07-22 1.95% $1,948
      NABPC CAP NOTE 3-BBSW+3.50% PERP NON-CUM RED T-07-23 3.16% $3,162
      NABPB CNV PREF 3-BBSW+3.25% PERP NON-CUM RED T-12-22 2.05% $2,053
      NABPA CNV PREF 3-BBSW+3.20% PERP NON-CUM RED T-03-21 1.43% $1,432
      NABHA HYBRID 3-BBSW+1.25% PERP SUB EXCH NON-CUM STAP 2.22% $2,223
      CHN0005AU CC JCB Active Bond 3.56% $3,561
      FRT0027AU Franklin Aust. Rtrn Bond Fund 3.15% $3,154
      MQGPC CAP NOTE 3-BBSW+4.00% PERP NON-CUM RED T-12-24 3.11% $3,107
      MBLPA CAP NOTE 6-BBSW+3.30% PERP NON-CUM RED T-03-23 1.44% $1,442
      IANG CONVERT BOND 3-BBSW+4.00% PERP SUB NON-CUM EX RES 1.83% $1,831
      IAF iShares Core Composite Bond ETF 2.01% $2,011
      Australian Fixed Interest 43.03% $4,303,000
      Alternatives 12.93% $12,932
      Code Security name Weighting % Amount
      ASX6124AU Auscap Long Short Aus Equs 2.67% $2,670
      GMO0006AU Gmo Systematic Global Macro Trust 7.17% $7,174
      GOLD ETFS Physical Gold 3.09% $3,088
      Alternatives 12.93% $12,932
      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
      0.21% $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 at December 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 at December 2018
        Cash 0.01% $1,000
        Code Security name Weighting % Amount
        CASH Cash 0.01% $10
        Cash 0.01% $1,000
        Australian Shares 40.39% $4,039,000
        Code Security name Weighting % Amount
        MGR Mirvac Grp 1.16% $1,162
        WBC Westpac Banking 2.59% $2,594
        VCX Vicinity Centres 1.11% $1,114
        SUN Suncorp Grp 1.44% $1,436
        SGP Stockland 1.11% $1,106
        SCG Scentre Grp 1.12% $1,119
        RIO Rio Tinto 1.69% $1,689
        OZL OZ Min 1.12% $1,116
        OSH Oil Search 1.31% $1,314
        OPS0002AU OC Premium Small Companies 3.16% $3,161
        NAB National Aust Bank 2.36% $2,364
        MXT MCP Master Income 1.99% $1,988
        MQG Macq Grp 1.98% $1,985
        WES Wesfarmers 1.14% $1,142
        LLC Lendlease Grp 1.01% $1,008
        WPL Woodside Pet 2.07% $2,069
        CBA Commonwealth Bank of Aust 3.30% $3,298
        EVN Evolution Min 2.08% $2,079
        FLT Flight Centre Travel 0.98% $977
        FMG Fortescue Metals Grp 1.20% $1,203
        BOQ Bank of Qld 1.04% $1,042
        CTX Caltex Aust 1.23% $1,235
        BHP BHP 4.21% $4,212
        Australian Shares 40.39% $4,039,000
        International Shares 19.91% $19,912
        Code Security name Weighting % Amount
        ETL0071AU T. Rowe Price Global Equity Fund 15.82% $15,818
        MAL0018AU Blackrock Global Allocation Aus 4.09% $4,094
        International Shares 19.91% $19,912
        Australian Fixed Interest 25.73% $25,708
        Code Security name Weighting % Amount
        WBCPF CAP NOTE 3-BBSW+4.00% PERP NON-CUM RED T-03-21 1.51% $1,506
        CHN0005AU CC JCB Active Bond 2.17% $2,167
        WBCPG CAP NOTE 3-BBSW+4.90% PERP NON-CUM RED T-12-21 1.56% $1,559
        CBAPD CAP NOTE 3-BBSW+2.80% PERP NON-CUM RED T-12-24 1.64% $1,637
        CBAPE CAP NOTE 3-BBSW+5.20% PERP NON-CUM RED T-10-21 1.13% $1,133
        PLUS VanEck Vectors Australian Corporate Bond Plus ETF 1.81% $1,808
        CBAPG CAP NOTE 3-BBSW+3.40% PERP NON-CUM RED T-04-25 1.13% $1,125
        NABPC CAP NOTE 3-BBSW+3.50% PERP NON-CUM RED T-07-23 1.74% $1,738
        ANZPG CAP NOTE 3-BBSW+4.70% PERP NON-CUM RED T-03-24 1.28% $1,276
        NABPB CNV PREF 3-BBSW+3.25% PERP NON-CUM RED T-12-22 1.14% $1,138
        NABPA CNV PREF 3-BBSW+3.20% PERP NON-CUM RED T-03-21 1.13% $1,131
        NABHA HYBRID 3-BBSW+1.25% PERP SUB EXCH NON-CUM STAP 1.23% $1,227
        MQGPC CAP NOTE 3-BBSW+4.00% PERP NON-CUM RED T-12-24 1.72% $1,717
        MBLPA CAP NOTE 6-BBSW+3.30% PERP NON-CUM RED T-03-23 1.14% $1,136
        FRT0027AU Franklin Aust. Rtrn Bond Fund 1.92% $1,922
        IANG CONVERT BOND 3-BBSW+4.00% PERP SUB NON-CUM EX RES 1.13% $1,127
        IAF iShares Core Composite Bond ETF 1.22% $1,224
        NABPD CAP NOTE 3-BBSW+4.95% PERP NON-CUM RED T-07-22 1.13% $1,133
        Australian Fixed Interest 25.73% $25,708
        Alternatives 13.96% $13,961
        Code Security name Weighting % Amount
        GMO0006AU Gmo Systematic Global Macro Trust 6.92% $6,920
        ASX6124AU Auscap Long Short Aus Equs 3.26% $3,261
        GOLD ETFS Physical Gold 3.78% $3,780
        Alternatives 13.96% $13,961
        100.00%
        Total
        $100,005
        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 at December 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 at December 2018
          Cash 0.03% $3,000
          Code Security name Weighting % Amount
          CASH Cash 0.03% $30
          Cash 0.03% $3,000
          Australian Shares 58.35% $5,835,000
          Code Security name Weighting % Amount
          ALL Aristocrat Leisure 2.39% $2,392
          SEK Seek 2.48% $2,478
          RMD ResMed Inc 3.30% $3,299
          OZL OZ Min 2.49% $2,494
          OSH Oil Search 2.49% $2,489
          OPS0002AU OC Premium Small Companies 7.71% $7,712
          MQG Macq Grp 2.50% $2,504
          MFG Magellan Fin Grp 2.33% $2,333
          LNK Link Admin Hldg 2.31% $2,309
          LLC Lendlease Grp 2.25% $2,253
          JHX James Hardie Ind 1.97% $1,972
          SYD Sydney Airport 2.75% $2,751
          JHG Janus Henderson 2.13% $2,127
          GMG Goodman Grp 2.67% $2,672
          FMG Fortescue Metals Grp 3.14% $3,138
          CWN Crown Resorts 2.49% $2,492
          CSL CSL 2.81% $2,812
          COH Cochlear 2.64% $2,644
          CAR Carsales.com 1.91% $1,914
          BHP BHP 3.04% $3,041
          TWE Treasury Wine 2.55% $2,551
          Australian Shares 58.35% $5,835,000
          International Shares 24.72% $24,719
          Code Security name Weighting % Amount
          MAL0018AU Blackrock Global Allocation Aus 4.80% $4,804
          ETL0071AU T. Rowe Price Global Equity Fund 19.92% $19,915
          International Shares 24.72% $24,719
          Alternatives 16.90% $16,899
          Code Security name Weighting % Amount
          GMO0006AU Gmo Systematic Global Macro Trust 9.38% $9,376
          ASX6124AU Auscap Long Short Aus Equs 3.48% $3,482
          GOLD ETFS Physical Gold 4.04% $4,042
          Alternatives 16.90% $16,899
          100.00%
          Total
          $100,026
          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.