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
    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
  • Defensive Income
    Defensive Income

    This Model Portfolio suits investors who: are averse to large fluctuations in the value of their investments over shorter time periods. This portfolio is the most risk-averse of our four Model Portfolio categories, and aims to protect you against a fall in the real value of your portfolio over time (that is, after inflation) by investing largely in Defensive assets. This means the portfolio will seek to generate a moderate income. You are comfortable with a targeted rate of return of 1-2% above inflation. As a rough guide, this Model Portfolio will typically consist of 70% Defensive assets and 30% Growth assets. However, each investment manager will manage allocations depending on their assessment of conditions.

  • Sustainable Income
    Sustainable Income

    This Model Portfolio suits investors who: seek a consistent and sustainable income from your portfolio. You also have a reasonably long-term time horizon and are not overly sensitive to changes in the value of your portfolio over shorter time periods. This portfolio takes more risk than the Defensive Income portfolio, seeking to deliver higher income and higher growth. You are comfortable with a targeted rate of return of 2-3% above inflation, and value consistent income over long-term growth of assets. As a rough guide this Model Portfolio will typically consist of 50% Defensive assets and 50% in Growth assets, including higher-yielding Growth assets. However, each investment manager will manage allocations depending on their assessment of conditions.

  • Robust Growth
    Robust Growth

    This Model Portfolio suits investors who: are focused on growth within your portfolio, with a commensurate lower focus on stability of the short-term value of the portfolio. This portfolio has a higher orientation to Growth assets than our Sustainable Income model but less than our Maximum Growth model. You are comfortable with a targeted rate of return of 3-4% above inflation, because you value Growth over Income in your portfolio. As a rough guide, this Model Portfolio will typically consist of 30% Defensive assets and 70% Growth assets. However, each investment manager will manage allocations depending on their assessment of conditions.

  • Maximum Growth
    Maximum Growth

    This Model Portfolio suits investors who: are focused on long-term growth and are comfortable with the commensurate risk and volatility that comes with this style of investing. This portfolio has the highest orientation to Growth assets of our four Model Portfolio categories. You are seeking a targeted rate of return of 4-6% above inflation, because you value growth and are a long-term investor. As a rough guide, this Model Portfolio will typically consist of 10% Defensive assets and 90% Growth assets. However, each investment manager will manage allocations depending on their assessment of conditions.

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 August 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 6.00% $5,999
    SSB0122AU Legg Mason Western Asset Australian Bond A 3.98% $3,976
    PLUS VanEck Vectors Australian Corporate Bond Plus ETF 3.33% $3,335
    NABPF Cnv Pref 3-Bbsw+3.20% Perp Non-Cum Red T-03-19 3.79% $3,786
    NABPD CAP NOTE 3-BBSW+4.95% PERP NON-CUM RED T-07-22 4.87% $4,872
    NABPC CAP NOTE 3-BBSW+3.50% PERP NON-CUM RED T-07-23 7.82% $7,820
    NABPB CNV PREF 3-BBSW+3.25% PERP NON-CUM RED T-12-22 5.10% $5,100
    NABHA HYBRID 3-BBSW+1.25% PERP SUB EXCH NON-CUM STAP 6.05% $6,051
    MXT MCP Master Income 3.38% $3,378
    MQGPC CAP NOTE 3-BBSW+4.00% PERP NON-CUM RED T-12-24 8.06% $8,055
    MBLPA CAP NOTE 6-BBSW+3.30% PERP NON-CUM RED T-03-23 3.55% $3,552
    IANG CONVERT BOND 3-BBSW+4.00% PERP SUB NON-CUM EX RES 4.50% $4,498
    IAF iShares Core Composite Bond ETF 2.27% $2,268
    FRT0027AU Franklin Aust. Rtrn Bond Fund 3.45% $3,449
    CHN0005AU CC JCB Active Bond 3.99% $3,994
    CBAPG CAP NOTE 3-BBSW+3.40% PERP NON-CUM RED T-04-25 3.98% $3,983
    CBAPE CAP NOTE 3-BBSW+5.20% PERP NON-CUM RED T-10-21 4.54% $4,543
    CBAPD CAP NOTE 3-BBSW+2.80% PERP NON-CUM RED T-12-24 7.65% $7,647
    WBCPF CAP NOTE 3-BBSW+4.00% PERP NON-CUM RED T-03-21 6.60% $6,602
    WBCPG CAP NOTE 3-BBSW+4.90% PERP NON-CUM RED T-12-21 7.07% $7,074
    Australian Fixed Interest 99.98% $9,998,000
    View all Australian Fixed Interest Show less Australian Fixed Interest
    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.

    Your monthly fee explained
    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.

    Invest
    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 August 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 29.31% $29,297
      Code Security name Weighting % Amount
      AGL AGL Energy 1.33% $1,326
      WBC Westpac Banking 2.74% $2,739
      SYD Sydney Airport 1.78% $1,777
      SUN Suncorp Grp 1.73% $1,732
      SHL Sonic Healthcare 2.16% $2,156
      RHC Ramsay Health Care 2.07% $2,068
      NAB National Aust Bank 2.74% $2,742
      WES Wesfarmers 1.94% $1,939
      MQG Macq Grp 1.86% $1,855
      MFG Magellan Fin Grp 2.70% $2,696
      JBH JB Hi-Fi 2.34% $2,345
      WPL Woodside Pet 1.51% $1,511
      AWC Alumina 1.32% $1,319
      BHP BHP 1.76% $1,765
      BOQ Bank of Qld 1.33% $1,326
      Australian Shares 29.31% $29,297
      View all Australian Shares Show less Australian Shares
      International Shares 15.19% $15,188
      Code Security name Weighting % Amount
      HGI0005AU Janus Henderson Global Equity Income 12.02% $12,018
      PER0758AU JPMorgan Global Macro Opportunities Fund - Class A units 3.17% $3,171
      International Shares 15.19% $15,188
      Australian Property 3.17% $3,175
      Code Security name Weighting % Amount
      SGP Stockland 1.56% $1,561
      SCG Scentre Grp 1.61% $1,614
      Australian Property 3.17% $3,175
      International Property 1.06% $1,061
      Code Security name Weighting % Amount
      URW Unibail Rodamco Wfld 1.06% $1,061
      International Property 1.06% $1,061
      Australian Fixed Interest 38.91% $3,891,000
      Code Security name Weighting % Amount
      NABPC CAP NOTE 3-BBSW+3.50% PERP NON-CUM RED T-07-23 2.40% $2,400
      WBCPG CAP NOTE 3-BBSW+4.90% PERP NON-CUM RED T-12-21 2.16% $2,162
      WBCPF CAP NOTE 3-BBSW+4.00% PERP NON-CUM RED T-03-21 2.02% $2,020
      ANZPG CAP NOTE 3-BBSW+4.70% PERP NON-CUM RED T-03-24 1.83% $1,835
      SSB0122AU Legg Mason Western Asset Australian Bond A 2.85% $2,849
      CBAPD CAP NOTE 3-BBSW+2.80% PERP NON-CUM RED T-12-24 2.34% $2,339
      PLUS VanEck Vectors Australian Corporate Bond Plus ETF 2.40% $2,397
      NABPD CAP NOTE 3-BBSW+4.95% PERP NON-CUM RED T-07-22 1.49% $1,495
      MQGPC CAP NOTE 3-BBSW+4.00% PERP NON-CUM RED T-12-24 2.47% $2,468
      NABPB CNV PREF 3-BBSW+3.25% PERP NON-CUM RED T-12-22 1.56% $1,558
      NABPA CNV PREF 3-BBSW+3.20% PERP NON-CUM RED T-03-21 1.09% $1,089
      NABHA HYBRID 3-BBSW+1.25% PERP SUB EXCH NON-CUM STAP 1.86% $1,860
      CBAPE CAP NOTE 3-BBSW+5.20% PERP NON-CUM RED T-10-21 1.39% $1,389
      MXT MCP Master Income 2.42% $2,421
      CBAPG CAP NOTE 3-BBSW+3.40% PERP NON-CUM RED T-04-25 1.21% $1,211
      CHN0005AU CC JCB Active Bond 2.86% $2,864
      MBLPA CAP NOTE 6-BBSW+3.30% PERP NON-CUM RED T-03-23 1.09% $1,086
      FRT0027AU Franklin Aust. Rtrn Bond Fund 2.48% $2,481
      IANG CONVERT BOND 3-BBSW+4.00% PERP SUB NON-CUM EX RES 1.38% $1,381
      IAF iShares Core Composite Bond ETF 1.62% $1,620
      Australian Fixed Interest 38.91% $3,891,000
      View all Australian Fixed Interest Show less Australian Fixed Interest
      Alternatives 12.35% $12,352
      Code Security name Weighting % Amount
      FRT0011AU Franklin Templeton Multisector Bond Fund 1.98% $1,980
      MAQ0482AU Macquarie Winton Global Alpha 2.39% $2,392
      GMO0006AU Gmo Systematic Global Macro Trust 5.15% $5,146
      GOLD ETFS Physical Gold 2.83% $2,833
      Alternatives 12.35% $12,352
      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.

      Your monthly fee explained
      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.

      Invest
      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 August 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 0.01% $1,000
        Code Security name Weighting % Amount
        CASH Cash 0.01% $10
        Cash 0.01% $1,000
        Australian Shares 36.42% $3,642,000
        Code Security name Weighting % Amount
        WPL Woodside Pet 1.72% $1,719
        NAB National Aust Bank 2.33% $2,332
        LLC Lendlease Grp 1.31% $1,314
        OPS0002AU OC Premium Small Companies 2.81% $2,813
        OSH Oil Search 1.00% $998
        OZL OZ Min 0.97% $970
        RIO Rio Tinto 1.41% $1,409
        FMG Fortescue Metals Grp 1.57% $1,569
        FLT Flight Centre Travel 1.03% $1,027
        FID0026AU Fidelity Future Leaders 2.55% $2,547
        MQG Macq Grp 1.95% $1,947
        EVN Evolution Min 2.13% $2,127
        CTX Caltex Aust 1.03% $1,025
        CSA0131AU Aberdeen Standard Australian Small Companies 2.38% $2,376
        SUN Suncorp Grp 1.42% $1,419
        WBC Westpac Banking 2.54% $2,538
        CBA Commonwealth Bank of Aust 3.04% $3,045
        BOQ Bank of Qld 0.83% $830
        BHP BHP 3.28% $3,281
        WES Wesfarmers 1.15% $1,154
        Australian Shares 36.42% $3,642,000
        View all Australian Shares Show less Australian Shares
        International Shares 18.62% $18,625
        Code Security name Weighting % Amount
        PER0758AU JPMorgan Global Macro Opportunities Fund - Class A units 3.86% $3,863
        ETL0071AU T. Rowe Price Global Equity Fund 14.76% $14,761
        International Shares 18.62% $18,625
        Australian Property 4.35% $4,348
        Code Security name Weighting % Amount
        SGP Stockland 1.15% $1,148
        SCG Scentre Grp 0.94% $938
        VCX Vicinity Centres 0.92% $923
        MGR Mirvac Grp 1.34% $1,339
        Australian Property 4.35% $4,348
        Australian Fixed Interest 25.50% $25,493
        Code Security name Weighting % Amount
        MQGPC CAP NOTE 3-BBSW+4.00% PERP NON-CUM RED T-12-24 1.49% $1,492
        WBCPG CAP NOTE 3-BBSW+4.90% PERP NON-CUM RED T-12-21 1.32% $1,315
        WBCPF CAP NOTE 3-BBSW+4.00% PERP NON-CUM RED T-03-21 1.23% $1,227
        CBAPD CAP NOTE 3-BBSW+2.80% PERP NON-CUM RED T-12-24 1.41% $1,411
        CBAPE CAP NOTE 3-BBSW+5.20% PERP NON-CUM RED T-10-21 0.94% $939
        CBAPG CAP NOTE 3-BBSW+3.40% PERP NON-CUM RED T-04-25 0.98% $979
        SSB0122AU Legg Mason Western Asset Australian Bond A 1.90% $1,902
        CHN0005AU CC JCB Active Bond 1.91% $1,905
        FRT0027AU Franklin Aust. Rtrn Bond Fund 1.65% $1,652
        PLUS VanEck Vectors Australian Corporate Bond Plus ETF 1.60% $1,599
        MBLPA CAP NOTE 6-BBSW+3.30% PERP NON-CUM RED T-03-23 0.93% $932
        ANZPG CAP NOTE 3-BBSW+4.70% PERP NON-CUM RED T-03-24 1.11% $1,111
        IAF iShares Core Composite Bond ETF 1.08% $1,076
        IANG CONVERT BOND 3-BBSW+4.00% PERP SUB NON-CUM EX RES 0.93% $933
        NABPD CAP NOTE 3-BBSW+4.95% PERP NON-CUM RED T-07-22 0.95% $953
        NABPC CAP NOTE 3-BBSW+3.50% PERP NON-CUM RED T-07-23 1.45% $1,447
        NABPB CNV PREF 3-BBSW+3.25% PERP NON-CUM RED T-12-22 0.95% $946
        NABPA CNV PREF 3-BBSW+3.20% PERP NON-CUM RED T-03-21 0.94% $938
        NABHA HYBRID 3-BBSW+1.25% PERP SUB EXCH NON-CUM STAP 1.12% $1,124
        MXT MCP Master Income 1.61% $1,610
        Australian Fixed Interest 25.50% $25,493
        View all Australian Fixed Interest Show less Australian Fixed Interest
        Alternatives 15.10% $15,095
        Code Security name Weighting % Amount
        FRT0011AU Franklin Templeton Multisector Bond Fund 2.64% $2,644
        MAQ0482AU Macquarie Winton Global Alpha 3.21% $3,209
        GOLD ETFS Physical Gold 3.82% $3,816
        GMO0006AU Gmo Systematic Global Macro Trust 5.43% $5,426
        Alternatives 15.10% $15,095
        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.

        Your monthly fee explained
        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.

        Invest
        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 August 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 61.36% $6,136,000
          Code Security name Weighting % Amount
          ALL Aristocrat Leisure 2.77% $2,769
          SEK Seek 2.40% $2,398
          RMD ResMed Inc 2.96% $2,964
          OZL OZ Min 1.92% $1,917
          OSH Oil Search 1.67% $1,671
          OPS0002AU OC Premium Small Companies 6.07% $6,066
          MQG Macq Grp 2.17% $2,168
          MFG Magellan Fin Grp 3.75% $3,746
          LNK Link Admin Hldg 1.23% $1,234
          LLC Lendlease Grp 2.60% $2,596
          JHX James Hardie Ind 2.33% $2,333
          JHG Janus Henderson 1.60% $1,596
          SYD Sydney Airport 2.52% $2,524
          TWE Treasury Wine 2.27% $2,266
          FMG Fortescue Metals Grp 3.62% $3,618
          FID0026AU Fidelity Future Leaders 5.48% $5,476
          CWN Crown Resorts 1.90% $1,897
          CSL CSL 2.52% $2,516
          CSA0131AU Aberdeen Standard Australian Small Companies 5.12% $5,119
          COH Cochlear 2.31% $2,306
          CAR Carsales.com 2.12% $2,116
          BHP BHP 2.09% $2,093
          Australian Shares 61.36% $6,136,000
          View all Australian Shares Show less Australian Shares
          International Shares 20.44% $20,432
          Code Security name Weighting % Amount
          ETL0071AU T. Rowe Price Global Equity Fund 16.43% $16,425
          PER0758AU JPMorgan Global Macro Opportunities Fund - Class A units 4.01% $4,006
          International Shares 20.44% $20,432
          Australian Property 2.59% $2,587
          Code Security name Weighting % Amount
          GMG Goodman Grp 2.59% $2,587
          Australian Property 2.59% $2,587
          Alternatives 15.60% $15,593
          Code Security name Weighting % Amount
          FRT0011AU Franklin Templeton Multisector Bond Fund 2.50% $2,495
          MAQ0482AU Macquarie Winton Global Alpha 3.03% $3,027
          GMO0006AU Gmo Systematic Global Macro Trust 6.50% $6,498
          GOLD ETFS Physical Gold 3.57% $3,573
          Alternatives 15.60% $15,593
          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.

          Your monthly fee explained
          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.

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

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