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What it costsSmall differences in fees can have a big impact on the long-term performance of your investments. For this reason, we aim to keep fees as low as possible while still giving you great customer service.Model Portfolios:1. Administration feesThese fees are paid to cover the costs of administering your Partnervest account. Account Balance% p.a.How and when paidUp to $2,000,000 Greater of $204 or 0.50% The administration fee is tiered based on your account balance. This fee is for the...

The monthly market commentaries were prepared by Frontier Advisors and provide concise updates on the world economy, international and Australian share market performance, international currency exchange rates, property investment performance and other articles that keep you abreast of world events and their potential impact on financial markets and more. 2020Market Commentary  2019Market Commentary December 2019 Market Commentary November 2019 Market Commentary October 2019 Market Commentar...

Partnervest offers an easy-to-use, competitively priced account to help you consolidate and manage your investments. This type of offering is referred to as a ‘wrap’, ‘platform’ or ‘administration service’. Partnervest offers a range of features including:Wide range of investment choicesYou can access a mix of investments that suit your needs. From the security of Term Deposits through to the growth prospects of Model Portfolios and Managed Funds, you can create your ideal investm...

If you’re new to investing, we recommend that you speak to a financial adviser who can help you develop an investment strategy that’s suitable for your financial situation, objectives and needs to help you achieve your goals. Whatever your requirements, Partnervest offers a range of investments with varying risk and return expectations.You can choose from:A range of Model Portfolios - containing Managed Funds. Each Model Portfolio is carefully managed to its risk profile and performance...

Partnervest is a division of Legg Mason Asset Management Australia Ltd which is part of Franklin Resources, Inc.Franklin Resources, Inc., is a global investment management organisation, operating as Franklin Templeton, which is headquartered in California. Franklin Resources, Inc., provides, through its subsidiaries, deep investment expertise across all asset classes - including equity, fixed income, and multi-asset solutions. Franklin Resources, Inc. is listed on the New York Stock Exchange an...

Partnervest is an online platform giving industry super fund members access to high quality, competitively priced, simple investment options when investing outside of super.With Partnervest you’ll have access to expert, transparent fund managers and a range of Client Care Team, when you need them.Partnervest may suit you if:you have income or lump sums to invest you’ve reached the non-concessional contributions cap on your super you want to invest but you don’t want to lock your assets...

Model PortfoliosThe Model Portfolios are managed by Partnervest. The models provide access to a range of notional investment portfolios containing a single- or multi-asset class mix, each carefully managed to its risk profile and performance benchmark. These models invest predominantly in Managed Funds.Model Portfolios available through Partnervest are shown below. Click on each portfolio name for a summary.For further details of the investment mix, performance goals and risk profile of each M...

partnervest Income Plus Investment ObjectiveTo achieve returns that exceed the inflation rate (change in the CPI) by 2.0% per annum (before tax), on a rolling five year basis.  Strategic Asset Allocation Growth Asset Allocation28.5%RiskMedium - HighInvestment Timeframe5 years plusLearn more about this modelPerformance Fees For further details of the investment mix, performance goals and minimum investment requirements for this model please refer to the ifsinvest Disclosure Documents. ...

A Term Deposit is an investment of funds with a bank or other authorised deposit-taking institution that pays a fixed rate of interest when deposited for a fixed period of time. Partnervest offers a range of Term Deposits through financial institutions. You can select your term, interest rate and provider via the Secure Portal.Term Deposit ProvidersME Bank AMP NAB Bank of Queensland Gateway Credit Union Goldfields Money For information about each Term Deposit, refer to the relevant Disclosure Do...