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Direct Invest Portfolios
Get access to professionally managed portfolios and exceptional expertise through our Direct Invest Portfolios platform.
Kelly+Partners Direct Invest Portfolios
Get access to professionally managed portfolios and exceptional expertise through our Direct Invest Portfolios platform. No matter how much you have to invest, or what your level of investment knowledge is, you can now get access to clear, effective and transparent investment management expertise.
We take away the complexity and administrative burden of managing your own investments, providing you with the ability to choose the model portfolio best suited to you. With 24/7 transparency, control and peace of mind, you can invest with confidence knowing you're in the right hands.
Already have an account?
Sign in to your account by clicking the button below. If you experience issues logging in please contact our Private Wealth team.
Get started with Direct Invest in 5 steps
Explore the platform
Take the time to review the portfolios and information available
Choose your model portfolio
Choose a model portfolio that best suits your objectives from the table below.
Open your account
Open your account whenever you feel ready, with a few clicks.
Transfer your funds
As soon as your account is activated, you will receive an email with details on where to transfer your money - and this will be invested for you as soon as it is received.
Monitor your portfolio
Stick to your wealth goals, contribute regularly and we will keep you updated with regular weekly investment reports and any portfolio changes.
Any questions?
If you have any questions, please contact the Private Wealth team.
Direct Invest Portfolio Options
Investment objective
The objective of the portfolio is to outperform the Consumer Price Index (CPI) by a minimum of 2% p.a., after fees, over rolling 3 year periods.
Typical Investor
The portfolio is designed for investors who:
- are seeking income above inflation,
- are willing to accept a medium level of risk,
- and have a minimum investment time frame of 3 years.
The portfolio is an actively managed diversified portfolio of securities across both growth asset classes, such as Australian and international equities, property and infrastructure, and alternative assets; and defensive-oriented asset classes, such as cash and fixed interest securities. In general, the portfolio will have a long-term average exposure of around 35% to growth assets and around 65% to defensive assets; however, the allocations will be actively managed within the allowable ranges depending on market conditions.
Management fee
0.75% + GST*
* There may be additional costs, such as Indirect or Transaction Costs, which are confirmed in the Investment Menu and Fee Calculator, available via the sign-up page.
Investment objective
The objective of the portfolio is to outperform the Consumer Price Index (CPI) by a minimum of 3% p.a., after fees, over rolling 5 year periods.
Typical Investor
The portfolio is designed for investors who:
- are seeking a combination of income and capital growth above inflation,
- are willing to accept a medium-to-high level of risk,
- and have a minimum investment time frame of 5 years.
The portfolio is an actively managed diversified portfolio of securities across both growth asset classes such as Australian and international equities, property and infrastructure and alternative assets; and defensive oriented asset classes, such as cash and fixed interest securities. In general, the portfolio will have a long-term average exposure of around 55% to growth assets and around 45% to defensive assets, however the allocations will be actively managed within the allowable ranges depending on market conditions.
Management fee
0.75% + GST*
* There may be additional costs, such as Indirect or Transaction Costs, which are confirmed in the Investment Menu and Fee Calculator, available via the sign-up page.
Investment objective
The objective of the portfolio is to outperform the Consumer Price Index (CPI) by a minimum of 4% p.a., after fees, over rolling 7 year periods.
Typical Investor
The portfolio is designed for investors who:
- are seeking capital growth above inflation,
- are willing to accept a high level of risk,
- and have a minimum investment time frame of 7 years.
Investment Strategy and Approach
The portfolio is an actively managed diversified portfolio of securities across both growth asset classes such as Australian and international equities, property and infrastructure and alternative assets; and defensive oriented asset classes, such as cash and fixed interest securities. In general, the portfolio will have a long-term average exposure of around 85% to growth assets and around 15% to defensive assets, however the allocations will be actively managed within the allowable ranges depending on market conditions.
Management fee
0.75% + GST*
* There may be additional costs, such as Indirect or Transaction Costs, which are confirmed in the Investment Menu and Fee Calculator, available via the sign-up page.
Disclaimer:
Kelly Partners Direct Invest are distributed by Kelly Partners Private Wealth (Wholesale) Pty Ltd is a corporate authorised representative of Kelly Partners Private Wealth Pty Ltd (AFSL: 516704, ABN 629 559 860); and administered by OpenInvest Limited ACN 614 587 183, the responsible entity of the Service, via the OpenInvest Portfolio Service ARSN 628 156 052.
It is general advice only and is not intended to provide you with financial advice, and has been prepared without taking into account your objectives, financial situation or needs.
Before making any investment decision, please review the PDS and Target Market Determination (available here at www.openivest.com.au). Should you require assistance in determining whether an investment in the service is right for you, you may wish to seek personal advice from an appropriately licensed financial adviser.
All figures contained from sources believed to be accurate. Past performance is not an indication of future performance. Investing and trading carry financial risk, when judging performance please consider the different types of investments and levels of risk associated. Kelly+Partners does not make any representation of warranty as to the accuracy of the figures and disclaims any liability resulting from any inaccuracy. Performance of the Portfolio is based on a model portfolio and is gross of investment management, administration fees and transaction costs.
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