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InvestSMART
High Growth Portfolio
A growth-focused, diversified portfolio designed to build long-term wealth.
Open and fund a new account in any InvestSMART ETF portfolio before 31 December 2025 and you’ll get a $100 bonus*
About the InvestSMART High Growth Portfolio
The InvestSMART High Growth Portfolio is designed to help you build long-term wealth through a simple, diversified blend of ETFs focused on growth assets like Australian and global shares and property with smaller allocations to defensive assets such as bonds and cash.
It suits investors who want strong growth potential, are comfortable with higher risk and can stay invested for seven years or more to ride out the normal ups and downs of markets.
14.97%
1-year annualised
performance#
14.63%
3-year annualised performance#
12.57%
5-year annualised
performance#
9.23%
S.I. annualised
performance#
Returns to 31 October 2025. Since Inception (SI) 27 Oct 2014.
Key facts:
Recommended timeframe: 7+ Years
Risk profile: High
Minimum investment: $10,000 or $4,000 with Fundlater
Account types: Individuals - Joint - Adult(s) on behalf of Children - Trusts - SMSFs - Companies
Benefits:
Track record of proven performance
Full legal ownership through CHESS sponsored account
Low, capped management fees and flat admin fee
Consolidated year-end tax reporting
Easy online account visibility
Add or withdraw funds at any time
Dedicated investor support team
Allocation
Asset class
ETF holdings
Growth assets 89%
Defensive assets 11%
Offer - $100 bonus contribution on us!*
Offer details
Open and fund a new account and you’ll get a $100 bonus
Offer opens
Monday, 1st December 2025
Offer closes
Wednesday, 31st December 2025
Minimum investment
$10,000 (or $4,000 with Fundlater)
Capped management fees^^
$0 to $200,000
0.44% p.a.
$200,000+
$880 p.a. (capped)
Note: Administration fee applied at 0.11% p.a. and includes all buy-side brokerage. Sell-side brokerage applied at the greater of $4.40 or 0.044% of the trade value, per transaction.
Performance
#
Chart
Table
Total returns (after fees) as at 31 October 2025. All returns are annualised for periods greater than one year. Since Inception (SI) 27 Oct 2014.
Past performance is not a reliable indicator of future performance.
InvestSMART
High Growth Portfolio
VS
Avg. of 332 peer funds^
Morningstar® Australia Aggressive Target Allocation NR AUD+
To make sure this Fund is suitable for you, please read the Product Disclosure Statement (PDS) and the Target Market Determination (TMD) for this Fund.
InvestSMART
High Growth Portfolio
A growth-focused, diversified portfolio designed to build long-term wealth.
Open and fund a new account in any InvestSMART ETF portfolio before 31 December 2025 and you’ll get a $100 bonus*
About the InvestSMART High Growth Portfolio
The InvestSMART High Growth Portfolio is designed to help you build long-term wealth through a simple, diversified blend of ETFs focused on growth assets like Australian and global shares and property with smaller allocations to defensive assets such as bonds and cash.
It suits investors who want strong growth potential, are comfortable with higher risk and can stay invested for seven years or more to ride out the normal ups and downs of markets.
14.97%
1-year annualised
performance#
14.63%
3-year annualised performance#
12.57%
5-year annualised
performance#
9.23%
S.I. annualised
performance#
Returns to 31 October 2025. Since Inception (SI) 27 Oct 2014.
Key facts:
Recommended timeframe: 7+ Years
Risk profile: High
Minimum investment: $10,000 or $4,000 with Fundlater
Account types: Individuals - Joint - Adult(s) on behalf of Children - Trusts - SMSFs - Companies
Benefits:
Track record of proven performance
Full legal ownership through CHESS sponsored account
Low, capped management fees and flat admin fee
Consolidated year-end tax reporting
Easy online account visibility
Add or withdraw funds at any time
Dedicated investor support team
Allocation
Asset class
ETF holdings
Growth assets 89%
Defensive assets 11%
Offer - $100 bonus contribution on us!*
Offer details
Open and fund a new account and you’ll get a $100 bonus
Offer opens
Monday, 1st December 2025
Offer closes
Wednesday, 31st December 2025
Minimum investment
$10,000 (or $4,000 with Fundlater)
Capped management fees^^
$0 to $200,000
0.44% p.a.
$200,000+
$880 p.a. (capped)
Note: Administration fee applied at 0.11% p.a. and includes all buy-side brokerage. Sell-side brokerage applied at the greater of $4.40 or 0.044% of the trade value, per transaction.
Performance
#
Chart
Table
Total returns (after fees) as at 31 October 2025. All returns are annualised for periods greater than one year. Since Inception (SI) 27 Oct 2014.
Past performance is not a reliable indicator of future performance.
InvestSMART
High Growth Portfolio
VS
Avg. of 332 peer funds^
Morningstar® Australia Aggressive Target Allocation NR AUD+
To make sure this Fund is suitable for you, please read the Product Disclosure Statement (PDS) and the Target Market Determination (TMD) for this Fund.
Our investment committee
Our investment committee
The primary role of our Committee is to oversee the general management and ongoing monitoring of our investment solutions and investment strategies.
Nathan Bell
Head of Research & Portfolio Management
Effie Zahos
Money Commentator & Director
Alan Kohler, AM
Founder - Eureka Report
Paul Clitheroe, AM
Chairman
Alastair Davidson
Head of Funds Management
Ron Hodge
Managing Director
FAQs
Can I set up a regular contribution plan or easily add to my portfolio when I want?
Can I set up a regular contribution plan or easily add to my portfolio when I want?
Can I set up a regular contribution plan or easily add to my portfolio when I want?
Can I switch between investment models & can I hold more than one?
Can I switch between investment models & can I hold more than one?
Can I switch between investment models & can I hold more than one?
Do I own the shares/ETFs?
Do I own the shares/ETFs?
Do I own the shares/ETFs?
Do I receive dividends and where do they go?
Do I receive dividends and where do they go?
Do I receive dividends and where do they go?
Do I receive franking credits and do I get a tax statement?
Do I receive franking credits and do I get a tax statement?
Do I receive franking credits and do I get a tax statement?
How do I see my portfolio?
How do I see my portfolio?
How do I see my portfolio?
For answers to common questions, visit our Help Centre.
IMPORTANT: This information is general financial product advice only and has not taken into account your objectives, financial situation or needs. Consider whether this advice is right for you. You should consider the relevant Product Disclosure Statement (PDS), Financial Services Guide (FSG), Target Market Determination (TMD) or seek professional advice before making any investment decision. The PDS for financial products offered through InvestSMART can be downloaded from this website or obtained by contacting 1300 880 160.
*The December Offer (Offer) is provided to you by InvestSMART Financial Services Pty Limited ACN 089 038 531 AFSL 226435 (InvestSMART) and is only available to investors who open and fund a new account in the Professionally Managed Accounts ARSN 620 030 382 from 1 December 2025 to 31 December 2025 (Eligible PMA). Offer is not available in conjunction with any other offer (eg. Not available in conjunction with refer a friend bonus). InvestSMART will deposit AU$100 into your Eligible PMA within 14 days of receiving your investment funds into your Eligible PMA. If you have a Fundlater loan, the $100 will be invested and not used to reduce your loan balance. Minimum investment amounts and eligibility criteria apply depending on your chosen investment portfolio. InvestSMART reserves the right to modify, suspend or terminate the Offer without notice. See FAQs for more information at https://www.investsmart.com.au/invest-with-us.
^^ Unique to InvestSMART, our management fees start from $44 p.a. and are capped at $880 p.a. for investments over $200,000. These fees do not include indirect management fees charged by Exchange Traded Funds, brokerage or administration fees. Administration fees are applicable at 0.11% per annum and include all buy-side brokerage. Sell-side brokerage is applicable at the greater of $4.40 or 0.044% per trade. For more information about fees and costs, please see the Product Disclosure Statement and Investment Menu or click here.
# Performance figures are after management and admin fees excl. brokerage and assuming dividends re-invested and no withdrawals. Performance figures for periods greater than one year are annualised and presented as "per annum" values. The peer comparison figures have been sourced from Morningstar data and is therefore limited to the funds and investment products included in their database. This may not include all funds available for retail investment in Australia. The peer calculation is inclusive of admin and management fees; excludes brokerage and no withdrawals have been made. InvestSMART cannot determine whether or not franking has been included, nor if dividends have been reinvested. Historical performance is not a reliable indicator of future performance.
^ Only funds and investment products included in the Morningstar Australia database are available for fee and performance comparison. This may not include all funds available for retail investment in Australia. Only funds with > three year returns were included in any fee comparison, and were compared to Morningstar’s nominated benchmark. Fees are calculated by Morningstar as the average over 10 years. Whilst every care has been taken in producing these numbers, InvestSMART does not guarantee the accuracy of the figures produced in the table. Fee data may not include all costs being charged such as platform and adviser fees. For the effect of fees on your cumulative returns, please see our report How Fees Can Destroy Your Wealth.
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