INVEST
Conservative, Balanced, Growth and high Growth Model Portfolios
Enhanced Asset Management’s Model Portfolios are built to give investors access to our refined investment process and proven track record.
Designed for different risk profiles, from capital preservation through to high-growth wealth creation, the Model Portfolios combine the best of our research with disciplined portfolio construction, offering diversified exposure across asset classes and regions. Further, by blending high-conviction ideas with broad diversification, the portfolios are designed to deliver consistent, long-term returns and measurable outcomes, helping investors stay the course through every market cycle.
At their core, our Model Portfolios are designed to simplify investing without sacrificing sophistication. They provide clients with transparent access to our proven process, professional stewardship, and the confidence that comes from knowing their capital is working as hard as they are. For investors seeking long-term wealth creation, they are an efficient, disciplined, and powerful way to stay invested and achieve financial goals.
Our Model Portfolios are built on institutional-grade portfolio construction and disciplined research, delivering diversified, cost-effective solutions tailored to different risk appetites. Far from a “set and forget” approach, they are actively managed by our investment team to remain responsive to market conditions and aligned with evolving opportunities. This active oversight ensures portfolios are continually optimised, balancing high conviction ideas with broad diversification to capture growth and compound wealth over time, providing investors with the confidence of professional stewardship through every stage of the market cycle.
HOW TO INVEST IN THE MODEL PORTFOLIOS
We partner with Mason Stevens as our investment platform provider because of their flexibility, breadth, and client-first approach. The platform allows us to seamlessly manage portfolios across multiple asset classes, Australian equities, international shares, fixed income, and other assets within a single, efficient structure.
Their reporting, administration, and custody services are robust and transparent, enabling us to focus on delivering performance and strategy rather than back office processes. Importantly, Mason Stevens provides direct access to both local and global opportunities while maintaining strong compliance and governance standards, making them an ideal partner to support our clients’ long-term wealth creation.
The Model Portfolios
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Portfolio Objective
The portfolio provides access to a range of ETFs and individually listed securities, offering broad diversification across multiple asset classes. The Conservative Portfolio is biased towards income assets and is designed for investors with a low tolerance for risk. The Portfolio targets a 70% allocation to income asset classes and a 30% allocation to growth asset classes.
Investment Strategy
A conservatively biased core portfolio of Strategically Asset Allocated ETFs, which aims to track the returns of various global indices, stepping outside of this framework (in small to midcap Australian equities) when potential value-adding investments are identified.
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Portfolio Objective
The portfolio provides access to a range of ETFs and individually listed securities, offering broad diversification across multiple asset classes. The Balanced Portfolio is designed for investors seeking a balance between income and capital growth. The Fund targets a 50% allocation to income asset classes and a 50% allocation to growth asset classes.
Investment Strategy
A balanced biased core portfolio of Strategically Asset Allocated ETFs, which aims to track the returns of various global indices, stepping outside of this framework (in small to midcap Australian equities) when potential value-adding investments are identified.
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Portfolio Objective
The portfolio provides access to a range of ETFs and individually listed securities, offering broad diversification across multiple asset classes. The Growth Portfolio is biased towards growth assets and is designed for investors seeking long-term capital growth. The ETF targets a 30% allocation to income asset classes and a 70% allocation to growth asset classes.
Investment Strategy
A growth biased core portfolio of Strategically Asset Allocated ETFs, which aims to track the returns of various global indices, stepping outside of this framework (in small to midcap Australian equities) when potential value-adding investments are identified.
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Portfolio Objective
The portfolio provides access to a range of ETFs and individually listed securities, offering broad diversification across multiple asset classes. The High Growth Portfolio invests mainly in growth assets and is designed for investors with a high tolerance for risk who are seeking long-term capital growth. The Fund targets a 10% allocation to income asset classes and a 90% allocation to growth asset classes.
Investment Strategy
A high growth biased core portfolio of Strategically Asset Allocated ETFs, which aims to track the returns of various global indices, stepping outside of this framework (in small to midcap Australian equities) when potential value-adding investments are identified.
EXPLORE THE FACT SHEETS
Why invest in ENHANCED ASSET MANAGEMENT’S MODEL PortfolioS?
A fee model built for investors, not managers
We believe investors should only pay for real value. That’s why our Management Fee of just 0.33% (0.77% for the High Conviction Portfolio) sits well below many industry peers, some of whom charge as much as 2.5% and performance fees over esoteric and low-hurdle benchmarks. If we don't beat the entire market, no performance is paid. Our success is tied directly to yours.
Direct access to your portfolio managers
We live and breathe the stock market and we love talking about it. With Enhanced, you’re not kept at arm’s length. You have open access to the very people managing your capital. Whether it’s a conversation about an idea, a question about the market, or simply sharing perspectives, our door (and inbox) is always open.
A track record that speaks for itself
We’ve built one of the strongest long-term track records in Australia. This wasn’t achieved by chance. It’s the product of integrity, discipline, and a relentless commitment to aligning our interests with yours. We invest with conviction, protect against permanent loss where possible, and stay focused on delivering genuine outcomes.
ANOTHER WAY TO INVEST WITH Enhanced Asset Management
The Enhanced Asset Management Concentrated Australian Equity Portfolio is open exclusively to high-net-worth investors to share in a strategy crafted from years of market-tested experience, discipline, and relentless pursuit of performance. The Concentrated Portfolio was born from a belief that the best way to build lasting wealth is to own extraordinary businesses and to back them when it matters most.