Your idle cash could be working harder. Professionally managed portfolios, live today through Selfwealth.
Australian Financial Service Licence 421789.
Expertly Managed
Selfwealth's Managed Investments are powered by Syfe, a global investment platform built by professionals from JP Morgan, Goldman Sachs, Morgan Stanley and UBS.
400,000+ global investors
A$21 billion+ in funds under management
Regulated across Australia, Singapore, and Hong Kong
70+ years combined investment experience.
Available in the Individual account that you already use. Same login, same platform.
More ways to put your money to work
Constructed with high-quality building blocks from leading global asset managers, our automated rebalancing is designed to keep your portfolio optimised while minimizing tax events.
INCOME PORTFOLIOS
Choose monthly payouts or automatic reinvestment
No minimums, no lock-ins, no exit penalties.
5.0% – 5.5% p.a. Est. distribution yield
CASH PORTFOLIO
Built on best-in-class, low-cost ETFs.
No minimums, no lock-ins, no exit penalties.
4.6% p.a. Est. distribution yield
Rob Wilson, CFA, Director of Investment Strategy
Managed Investments: Explained
Two minutes with our investment team to explain Selfwealth's professionally managed portfolios - some designed to pay you a regular income and one built specifically for your cash.
No jargon, no assumed knowledge. If you've never held a managed investment before, start here.
What’s handled for you:
Automated rebalancing and dividend reinvestment
Digital guidance
Disciplined, emotion-free investing
Instant diversification
Portfolio construction
Portfolios matched to your personalised goals
Research and monitoring done for you
Time-saving, hands-off investing
Invest with the experts
The honest version.
You've probably got cash earning very little, and you probably know that's not how wealth gets built. The alternatives have felt too small, too expensive, or too hands-on.
Selfwealth's managed portfolios sit in the gap. Issuer-agnostic, so we pick whatever's best for each portfolio rather than one provider's ETFs. Rebalancing, reinvestment and loss management happen automatically, even when markets fall.
Professional management. Transparent fees. Already on the platform you trust.
Honest pricing
One transparent management fee - no performance fees and no surprises.
Same account. More options.
Already a Selfwealth customer?
Nothing about your existing account changes. Your trades are still $9.50. Your shares are still CHESS-sponsored and held on your HIN. Your platform is the same one you logged into yesterday.
A managed portfolio is simply a new option, available from the same login, for the parts of your wealth you'd rather not watch every day.
FAQs
What are Selfwealth Managed Investments?
Selfwealth Managed Portfolios are diversified investment portfolios built and managed by Selfwealth's investment team through a Managed Discretionary Account (MDA), a regulated structure that lets a professional manager make investment decisions on your behalf according to a pre-agreed Investment Program. You don't select or trade the underlying investments yourself, but you can view your portfolio's composition and value in the app at any time and withdraw with no exit fees.
Where can I access Managed Investments?
What portfolios can I invest in?
How much does it cost?
Is the digital advice really personalised, or is it generic?
How do I get started?
How do I withdraw my money, and how long does it take?
Is my money safe?
What are the key risks of investing in a Managed Portfolio?
Does it cost to set up a Managed Investment portfolio?
When can I use funds I withdraw from my portfolio?
Will Selfwealth offer growth or higher yield portfolios?
What is the difference between a Managed Investment and buying ETFs myself?
Can I use Managed Investments with my joint, company, trust or SMSF account?
I only have a joint, company, trust or SMSF account. Can I still get started?
Is Managed Investments available on the web?