Our new digital managed portfolio solution
Pascoe Partners Invest gives you access to four multi-asset portfolios from as little as $5,000
Get started with a professionally managed portfolio
Pascoe Partners Invest makes it easy to get started on your investment journey
Choose from four investment portfolios
Make a minimum $5,000 investment
Quick & easy process to open an account
How does it work?
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Flagship Growth
Investment objective
Aims to provide investors with a target return of inflation +4.5% over rolling periods of 7 years or more by investing in a diversified portfolio of predominately growth assets.
Who is this suitable for?
Investors who are looking for high potential investment returns, are prepared to accept a high level of risk and volatility, and have a long term investment horizon.
Target returns
Inflation +4.5% over rolling 7 year periods
Risk level
High risk. That means you should expect a negative returns 1 in 4 years.
Suggested time frame
7 years or more
Management fee
0.89%
Dynamic Balanced
Investment objective
Aims to provide investors with a target return of inflation +3.5% over rolling periods of 5 years or more by investing in a diversified portfolio of growth and defensive assets.
Who is this suitable for?
Investors who are looking for a moderate to high level of potential investment returns by investing in a portfolio of majority growth assets. Investors should be prepared to accept a moderate to high level of risk and volatility and have a medium term investment horizon.
Target returns
Inflation +3.5% over rolling 5 year periods
Risk level
Medium to high risk. That means you should expect a negative returns 1 in 5 years
Suggested time frame
5 years or more
Management fee
0.89%
Active Income
Investment objective
Aims to provide investors with a diversified portfolio of investment opportunities that provide consistent and regular income with potentially lower levels of volatility compared to equities.
Who is this suitable for?
Investors who are looking for diversified sources of income that provide a higher rate of return than that currently offered via bank deposits. Investors should be prepared to accept a moderate level of risk and volatility and have a medium term investment horizon,
Target returns
Consistent and regular income.
Risk level
Moderate. You should expect negative returns 1 in 6 years.
Suggested time frame
4 years or more
Management fee
0.89%
Ethical Focus
Investment objective
The portfolio seeks to maximise medium to long term capital growth opportunities by investing predominantly in growth assets and with a low allocation to defensive (cash/fixed interest) assets. Investment managers seek to eliminate exposure to controversial business activities and prioritise investing in companies that embrace high environmental, social and governance (ESG) standards.
Who is this suitable for?
Investors who are looking for potentially high levels of capital growth and are prepared to accept a high level of risk and volatility to achieve it. The portfolio combines traditional investment approaches with environmental, social and governance insights and is appropriate for those with a long term investment horizon.
Target returns
To maximise medium to long term capital growth.
Risk level
High risk. That means you should expect a negative returns 1 in 4 years.
Suggested time frame
7 years or more.
Management fee
0.89%