Diversified portfolios. Professionally managed. Personally tailored.

We build and manage investment portfolios designed to help you grow your wealth, reduce risk, and stay on track — through all market conditions.
Get StartedBook A Meeting

How Our Portfolios Work

At Growthfront, we take the complexity out of investing. Our portfolios are built on proven principles of diversification, cost-efficiency, and long-term performance — so you can invest with confidence and clarity.

Whether you’re looking to grow your wealth faster, reduce volatility, or align your investments with your retirement goals, we’ll match you to a portfolio that fits your needs.

What’s Inside

Our portfolios include a mix of asset classes — including shares, bonds, and alternatives — carefully selected to suit your risk profile and time horizon. We Offer:

ETF-Based Portfolios

Balanced, Growth, and High Growth portfolios using low-cost, global ETFs.

Direct Share Portfolio

Our Global Growth Portfolio is made up of 20–30 industry-leading U.S. companies, held directly in your name.

Custom Portfolio Options

For experienced investors, SMSFs, or larger balances, we can tailor your investment mix further.
Get Started with a Portfolio

Built For Your Goals

Each Growthfront portfolio is designed to deliver:
Diversification – Across countries, sectors, and asset types
Lower Costs – Thanks to institutional access and ETF efficiency
Smart Rebalancing – We monitor and adjust your portfolio over time
Long-Term Focus – No hype, no chasing trends, just disciplined growth

Your Portfolio Is...

Professionally Managed

Our experienced team monitors markets and your portfolio daily. You get the benefits of active oversight — without needing to lift a finger.

Held In
Your Name

Your investments are securely held via Interactive Brokers or Australian custodians, with full transparency and access.

Always Accessible

Track your performance, deposits, and portfolio insights via your secure online dashboard.

Portfolio Options

OUR PORTFOLIOS

See How Your Money Could Be Growing

These are real portfolios, managed for real clients.Each one is designed around a different level of risk and return, helping you invest with clarity and confidence.

Select a portfolio to explore performance
Select a portfolio to explore performance
1 YEAR3 YEARS5 YEARS
Haven
Conservative

6.2%

Actual Return
Meredian
Balanced

8.3%

Actual Return
Summit
Growth

8.7%

Actual Return
Aurora
High Growth

9.2%

Actual Return
Horizon
Global Growth

1.6%

Actual Return

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

35.6%

5 Year total return
Annualised return indicator
Annualised Return

6.3%

5 Year annualised return
Haven Conservative portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

52.4%

5 Year total return
Annualised return indicator
Annualised Return

8.8%

5 Year annualised return
Meredian Balanced portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

56.5%

5 Year total return
Annualised return indicator
Annualised Return

9.4%

5 Year annualised return
Summit Growth portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

60.9%

5 Year total return
Annualised return indicator
Annualised Return

10.0%

5 Year annualised return
Aurora High Growth portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

35.6%

5 Year total return
Annualised return indicator
Annualised Return

6.3%

5 Year annualised return
Horizon Global Growth portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.
Haven
Conservative

28.6%

Actual Return
Meredian
Balanced

39.3%

Actual Return
Summit
Growth

41.9%

Actual Return
Aurora
High Growth

44.7%

Actual Return
Horizon
Global Growth

52.3%

Actual Return

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

35.6%

5 Year total return
Annualised return indicator
Annualised Return

6.3%

5 Year annualised return
Haven Conservative portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

52.4%

5 Year total return
Annualised return indicator
Annualised Return

8.8%

5 Year annualised return
Meredian Balanced portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

56.5%

5 Year total return
Annualised return indicator
Annualised Return

9.4%

5 Year annualised return
Summit Growth portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

60.9%

5 Year total return
Annualised return indicator
Annualised Return

10.0%

5 Year annualised return
Aurora High Growth portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

35.6%

5 Year total return
Annualised return indicator
Annualised Return

6.3%

5 Year annualised return
Horizon Global Growth portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.
Haven
Conservative

35.6%

Actual Return
Meredian
Balanced

52.4%

Actual Return
Summit
Growth

56.5%

Actual Return
Aurora
High Growth

60.9%

Actual Return
Horizon
Global Growth

50.5%

Actual Return

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

35.6%

5 Year total return
Annualised return indicator
Annualised Return

6.3%

5 Year annualised return
Haven Conservative portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

52.4%

5 Year total return
Annualised return indicator
Annualised Return

8.8%

5 Year annualised return
Meredian Balanced portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

56.5%

5 Year total return
Annualised return indicator
Annualised Return

9.4%

5 Year annualised return
Summit Growth portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

60.9%

5 Year total return
Annualised return indicator
Annualised Return

10.0%

5 Year annualised return
Aurora High Growth portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

35.6%

5 Year total return
Annualised return indicator
Annualised Return

6.3%

5 Year annualised return
Horizon Global Growth portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.
Explore Performance

What happens next

A simple, guided process to get you invested with confidence No Pressure, No Complexity

01

Tell us about your goals

Complete a short questionnaire so we understand your situation and priorities

02

Get matched to a portfolio

We recommend a portfolio aligned to your risk profile and long-term objectives

03

Speak with an adviser

Book a call to refine your strategy or ask any questions before investing
GET STARTEDBook a Free Strategy Call

Diversified portfolios. Professionally managed. Personally tailored.

We build and manage investment portfolios designed to help you grow your wealth, reduce risk, and stay on track — through all market conditions.

Get StartedBook A Meeting

How Our Portfolios Work

At Growthfront, we take the complexity out of investing. Our portfolios are built on proven principles of diversification, cost-efficiency, and long-term performance — so you can invest with confidence and clarity.

Whether you’re looking to grow your wealth faster, reduce volatility, or align your investments with your retirement goals, we’ll match you to a portfolio that fits your needs.

What’s Inside

Our portfolios include a mix of asset classes — including shares, bonds, and alternatives — carefully selected to suit your risk profile and time horizon.
We Offer:

1

ETF-Based Portfolios

Balanced, Growth, and High Growth portfolios using low-cost, global ETFs.

2

Direct Share Portfolio

Our Global Growth Portfolio is made up of 20–30 industry-leading U.S. companies, held directly in your name.

3

Custom Portfolio Options

For experienced investors, SMSFs, or larger balances, we can tailor your investment mix further.
Get Started with a Portfolio

Built For Your Goals

Each Growthfront portfolio is designed to deliver:

Diversification – Across countries, sectors, and asset types

Lower Costs – Thanks to institutional access and ETF efficiency

Smart Rebalancing – We monitor and adjust your portfolio over time

Long-Term Focus – No hype, no chasing trends, just disciplined growth

Your Portfolio Is...

Professionally
Managed

Our experienced team monitors markets and your portfolio daily. You get the benefits of active oversight — without needing to lift a finger.

Held In
Your Name

Your investments are securely held via Interactive Brokers or Australian custodians, with full transparency and access.

Always Accessible

Track your performance, deposits, and portfolio insights via your secure online dashboard.

Portfolio Options

Our Invesment Portfolio Returns

1 YEAR
3 YEARS
5 YEARS

Haven

Conservative

12.09%

Meredian

Balanced

18.93%

Summit

Growth

19.17%

Aurora

High Growth

20.58%

Horizon

Global Growth

33.94%

Haven

Conservative

15.39%

Meredian

Balanced

24.6%

Summit

Growth

24.70%

Aurora

High Growth

26.31%

Horizon

Global Growth

30.01%

Haven

Conservative

32.12%

Meredian

Balanced

56.03%

Summit

Growth

61.04%

Aurora

High Growth

67.23%

Horizon

Global Growth

108.71%

Historical Performance

5 Year Returns
HAVEN
MEREDIAN
SUMMIT
AURORA
HORIZON
Total Return

32.12%

Annualised Return

5.73%

Total Portfolio Return

Risk Rating

Lower returns
Higher returns
1
2
3
4
5
6
7
Lower risk
Higher risk
View Our Portfolios

Disclaimer: This information is general in nature and does not constitute personal financial advice. Please refer to our full disclaimer for more details.

Total Return

56.30%

Annualised Return

9.34%

Total Portfolio Return

Risk Rating

Lower returns
Higher returns
1
2
3
4
5
6
7
Lower risk
Higher risk
View Our Portfolios

Disclaimer: This information is general in nature and does not constitute personal financial advice. Please refer to our full disclaimer for more details.

Total Return

61.04%

Annualised Return

10.00%

Total Portfolio Return

Risk Rating

Lower returns
Higher returns
1
2
3
4
5
6
7
Lower risk
Higher risk
View Our Portfolios

Disclaimer: This information is general in nature and does not constitute personal financial advice. Please refer to our full disclaimer for more details.

Total Return

67.23%

Annualised Return

10.83%

Total Portfolio Return

Risk Rating

Lower returns
Higher returns
1
2
3
4
5
6
7
Lower risk
Higher risk
View Our Portfolios

Disclaimer: This information is general in nature and does not constitute personal financial advice. Please refer to our full disclaimer for more details.

Total Return

108.71%

Annualised Return

15.85%

Total Portfolio Return

Risk Rating

Lower returns
Higher returns
1
2
3
4
5
6
7
Lower risk
Higher risk
View Our Portfolios

Disclaimer: This information is general in nature and does not constitute personal financial advice. Please refer to our full disclaimer for more details.

What You Can Expect

  • No hidden fees0
  • Direct access to your adviser
  • No lock-ins
  • Transparent reporting and tax summaries
  • Regular portfolio reviews
Match Me to a PortfolioBook a MEETNG
Growthfront Wealth Management logo
1300 388 574info@growthfront.com.au
Level 17, 123 Pitt Street Sydney NSW 2000 Australia
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Disclaimer:

Growthfront Pty Ltd is a Corporate Authorised Representative (No. 1302922) of Geosmith Partners AFSL 700062 ABN 86 684 092 135. Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs except in circumstances where you have provided your personal financial details via our online application process and received a Statement of Advice from us. Before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us

PORTFOLIOS

A better way to build long-term wealth.

Our portfolios are designed to grow your wealth over the long term, combining global diversification, disciplined investing, and active management.

Get StartedView Portfolios
Globally diversified portfolio icon
Diversified
‍Globally diversified across asset classes and regions.
Evidence-based disciplined investing icon
Disciplined
‍Evidence-based strategies for long-term outcomes.
Purpose-built portfolio strategy icon
Purpose-built
‍Structured to meet different risk profiles and investment approaches.
Five portfolios One clear strategy Icon
Five portfolios. One clear strategy.
From conservative to high growth, our portfolios are built with purpose — giving you a disciplined way to invest, no matter where you’re starting.
Haven Conservative portfolio icon - lower risk
Conservative
(Lower risk)
Lower risk. Stable and steady returns.
Meridian Balanced portfolio icon - balanced risk
Balanced
(Balanced risk)
Balanced growth and income for the long term.
Summit Growth portfolio icon - growth focused
Growth
(Growth risk)
Growth focused with a balanced approach.
Aurora High Growth portfolio icon - higher growth potential
High Growth
(High Growth risk)
Higher growth potential with moderate risk.
Horizon Global Growth portfolio icon - maximum growth potential
Aggressive
(Higher Growth risk)
Maximum growth potential with higher risk.
Investment risk disclaimer icon
Investment are subject to market risk. Past performance is not a reliable indicator of future performance.
Build your wealth with portfolios designed to perform

Build your wealth with portfolios designed to perform

Disciplined, globally diversified portfolios built for long-term growth — combining low-cost ETFs with active portfolio management.

Select a portfolio below to explore it’s strategy, allocation, and long-term return profile.
Select Haven Conservative portfolio
Haven
Conservative
Select Meridian Balanced portfolio
Meridian
Balanced
Select Summit Growth portfolio
Summit
Growth
Select Aurora High Growth portfolio
Aurora
High Growth
Select Horizon Global Growth portfolio
Horizon
Global Growth
PORTFOLIO  OVERVIEW

Conservative Portfolio

Designed to investors seeking prioritising capital preservation, steady income, and low volatility. Ideal for those with a lower risk tolerance or a shorter investment horizon.
PORTFOLIO TYPE
Conservative investor risk profile - risk level 3 out of 7
CONSERVATIVE INVESTOR
Risk Level: 2 | 7

This portfolio is designed to prioritise capital preservation and generate reliable income, with minimal exposure to market volatility and lower-risk assets as its core.

It maintains a strong allocation to fixed-income securities and cash for stability and income, with modest exposure to equities and real assets to support long-term growth and inflation protection.

Start InvestingSpeak with an adviser
View all portfolios
PROJECTED GROWTH (ILLUSTRATIVE)
STARTING INVESTMENT

$100,000

INVESTMENT HORIZON: 15 YEARS
ESTIMATED VALUE (ILLUSTRATIVE)

$240,000

Illustrative projected growth chart for Haven Conservative portfolio over 15 years

This example is for illustrative purposes only and assumes a consistent rate of return. Actual outcomes will vary depending on market conditions.

Past performance is not a reliable indicator of future performance.
How Your Capital Is Allocated
Haven Conservative portfolio capital allocation chart - Australian equities, international equities, fixed income, alternatives, real assets and cash
Australian Equities
43.5%
International Equities
16%
Australian Interest Securities
10%
International Interest Securities
12%
Real Assets
16.5%
Cash
2%
Allocations are indicative and may change over time as part of ongoing portfolio management.
PORTFOLIO CHARACTERISTICS
  • Expected volatility indicator icon
    Expected Volatility Low
  • Income focus indicator icon
    Income focus
    High
  • Growth exposure indicator icon
    Growth Exposure
    Low
  • Capital preservation characteristic icon
    Suggested Investment
    Horizon 3+ Years
These characteristics describe portfolio in general terms. Individual outcomes will vary over time.
KEY CHARACTERISTICS
  • Checkmark Key Characteristics
    Focus on capital preservation
  • Checkmark Key Characteristics
    High allocation to income generating assets for stability
  • Checkmark Key Characteristics
    Lower exposure to equity market volatility
  • Checkmark Key Characteristics
    Designed for steady, long-term outcomes with lower risk
This portfolio is suitable for investors who prioritise stability and income while maintaining some growth exposure.
PORTFOLIO  OVERVIEW

Balanced Portfolio

Designed for investors seeking a balance between capital growth and income, offering a moderate risk-reward profile with a diversified mix of assets.
PORTFOLIO TYPE
Balanced investor risk profile - risk level 4 out of 7
BALANCED PORTFOLIO
Risk Level: 4 | 7

This portfolio aims to provide steady long-term returns by blending defensive assets with growth investments, suitable for those with a medium term investment horizon.

It combines income-generating securities with a meaningful allocation to equities to capture growth opportunities while managing risk.

Start InvestingSpeak with an adviser
View all portfolios
PROJECTED GROWTH (ILLUSTRATIVE)
STARTING INVESTMENT

$100,000

INVESTMENT HORIZON: 15 YEARS
ESTIMATED VALUE (ILLUSTRATIVE)

$317,000

Illustrative projected growth chart for Meridian Balanced portfolio over 15 years

This example is for illustrative purposes only and assumes a consistent rate of return. Actual outcomes will vary depending on market conditions.

Past performance is not a reliable indicator of future performance.
How Your Capital Is Allocated
Meridian Balanced portfolio capital allocation chart - Australian equities, international equities, fixed income, alternatives, real assets and cash
Australian Equities
22%
International Equities
38%
Australian Interest Securities
22%
International Interest Securities
8%
Real Assets
8%
Cash
2%
Allocations are indicative and may change over time as part of ongoing portfolio management.
PORTFOLIO CHARACTERISTICS
  • Expected volatility indicator icon
    Expected Volatility Moderate
  • Income focus indicator icon
    Income focus
    Moderate
  • Growth exposure indicator icon
    Growth Exposure
    Moderate
  • Capital preservation characteristic icon
    Suggested Investment
    Horizon 5+ Years
These characteristics describe portfolio in general terms. Individual outcomes will vary over time.
KEY CHARACTERISTICS
  • Checkmark Key Characteristics
    Focus on capital preservation
  • Checkmark Key Characteristics
    Lower exposure to equity market volatility
  • Checkmark Key Characteristics
    Diversified across defensive asset classes
  • Checkmark Key Characteristics
    Designed for steady, long-term outcomes
This portfolio is suitable for investors who prioritise stability and income while maintaining some growth exposure.
PORTFOLIO  OVERVIEW

Growth Portfolio

Designed for investors seeking long-term capital growth with a moderate-to-high risk tolerance and greater exposure to growth assets.
PORTFOLIO TYPE
Select Summit Growth portfolio
GROWTH PORTFOLIO
Risk Level: 5 | 7

This portfolio aims to achieve strong returns over the long term by emphasizing equity exposure while maintaining a measured allocation to defensive assets.

It provides broad global and domestic market exposure while incorporating risk management through diversification.

Start InvestingSpeak with an adviser
View all portfolios
PROJECTED GROWTH (ILLUSTRATIVE)
STARTING INVESTMENT

$100,000

INVESTMENT HORIZON: 15 YEARS
ESTIMATED VALUE (ILLUSTRATIVE)

$390,000

Illustrative projected growth chart for Summit Growth portfolio over 15 years

This example is for illustrative purposes only and assumes a consistent rate of return. Actual outcomes will vary depending on market conditions.

Past performance is not a reliable indicator of future performance.
How Your Capital Is Allocated
Summit Growth portfolio capital allocation chart - Australian equities, international equities, fixed income, alternatives, real assets and cash
Australian Equities
24%
International Equities
44%
Australian Interest Securities
17.5%
International Interest Securities
5.5%
Real Assets
6%
Cash
2%
Allocations are indicative and may change over time as part of ongoing portfolio management.
PORTFOLIO CHARACTERISTICS
  • Expected volatility indicator icon
    Expected Volatility Moderate to High
  • Income focus indicator icon
    Income focus
    Moderate
  • Growth exposure indicator icon
    Growth Exposure
    High
  • Capital preservation characteristic icon
    Suggested Investment
    Horizon 5+ Years
These characteristics describe portfolio in general terms. Individual outcomes will vary over time.
KEY CHARACTERISTICS
  • Checkmark Key Characteristics
    Focus on capital preservation
  • Checkmark Key Characteristics
    Lower exposure to equity market volatility
  • Checkmark Key Characteristics
    Diversified across defensive asset classes
  • Checkmark Key Characteristics
    Designed for steady, long-term outcomes
This portfolio is suitable for investors who prioritise stability and income while maintaining some growth exposure.
PORTFOLIO  OVERVIEW

High Growth Portfolio

Designed for investors seeking high growth and capital appreciation, accepting greater volatility in pursuit of strong long-term returns.
PORTFOLIO TYPE
High Growth investor risk profile - risk level 4 out of 7
HIGH GROWTH PORTFOLIO
Risk Level: 6 | 7

This portfolio focuses on high-performing sectors and dynamic market opportunities to minimize compounding potential over the long term.

It prioritises aggressive exposure to equities with minimal defensive allocation, allowing investors to capture strong market trends.

Start InvestingSpeak with an adviser
View all portfolios
PROJECTED GROWTH (ILLUSTRATIVE)
STARTING INVESTMENT

$100,000

INVESTMENT HORIZON: 15 YEARS
ESTIMATED VALUE (ILLUSTRATIVE)

$478,000

Illustrative projected growth chart for Aurora High Growth portfolio over 15 years

This portfolio is suitable for investors who are seeking maximum growth with a high risk tolerance and long term horizon.

Past performance is not a reliable indicator of future performance.
How Your Capital Is Allocated
Aurora High Growth portfolio capital allocation chart - Australian equities, international equities, fixed income, alternatives, real assets and cash
Australian Equities
29%
International Equities
50%
Australian Interest Securities
12%
International Interest Securities
3%
Real Assets
4%
Cash
2%
Allocations are indicative and may change over time as part of ongoing portfolio management.
PORTFOLIO CHARACTERISTICS
  • Expected volatility indicator icon
    Expected Volatility High
  • Income focus indicator icon
    Income focus
    Low
  • Growth exposure indicator icon
    Growth Exposure
    Very High
  • Capital preservation characteristic icon
    Suggested Investment
    Horizon 5+ Years
These characteristics describe portfolio in general terms. Individual outcomes will vary over time.
KEY CHARACTERISTICS
  • Checkmark Key Characteristics
    Focus on capital preservation
  • Checkmark Key Characteristics
    Lower exposure to equity market volatility
  • Checkmark Key Characteristics
    Diversified across defensive asset classes
  • Checkmark Key Characteristics
    Designed for steady, long-term outcomes
This portfolio is suitable for investors who prioritise stability and income while maintaining some growth exposure.
PORTFOLIO  OVERVIEW

Global Growth Portfolio

Designed for investors seeking long-term capital appreciation through a concentrated portfolio of high-quality, growth-oriented global companies.
PORTFOLIO TYPE
GLOBAL GROWTH PORTFOLIO
Risk Level: 6 | 7

This portfolio invests in 20-30 industry leading companies listed on U.S. exchanges with strong market positioning and consistent growth.

It is constructed through a rigorous selection process focusing on financial strength, competitive advantages and potential for sustained growth.

Start InvestingSpeak with an adviser
View all portfolios
PROJECTED GROWTH (ILLUSTRATIVE)
STARTING INVESTMENT

$100,000

INVESTMENT HORIZON: 15 YEARS
ESTIMATED VALUE (ILLUSTRATIVE)

$625,000

Illustrative projected growth chart for Horizon Global Growth portfolio over 15 years

This portfolio is suitable for investors who are seeking high growth through global equities with a high risk tolerance and long term horizon.

Past performance is not a reliable indicator of future performance.
How Your Capital Is Allocated
Horizon Global Growth portfolio capital allocation chart - Australian equities, international equities, fixed income, alternatives, real assets and cash
Technology
35%
Healthcare
20%
Financials
10%
Consumers Discretionary
15%
Industrials
10%
Other
10%
Allocations are indicative and may change over time as part of ongoing portfolio management.
PORTFOLIO CHARACTERISTICS
  • Expected volatility indicator icon
    Expected Volatility High
  • Income focus indicator icon
    Income focus
    Low
  • Growth exposure indicator icon
    Growth Exposure
    Very High
  • Capital preservation characteristic icon
    Suggested Investment
    Horizon 5+ Years
These characteristics describe portfolio in general terms. Individual outcomes will vary over time.
KEY CHARACTERISTICS
  • Checkmark Key Characteristics
    Focus on capital preservation
  • Checkmark Key Characteristics
    Lower exposure to equity market volatility
  • Checkmark Key Characteristics
    Diversified across defensive asset classes
  • Checkmark Key Characteristics
    Designed for steady, long-term outcomes
This portfolio is suitable for investors who prioritise stability and income while maintaining some growth exposure.
Select Haven Conservative portfolio
Haven
Conservative
Select Meridian Balanced portfolio
Meridian
Balanced
PORTFOLIO  OVERVIEW

Conservative Portfolio

Designed to investors seeking prioritising capital preservation, steady income, and low volatility. Ideal for those with a lower risk tolerance or a shorter investment horizon.
PORTFOLIO TYPE
Conservative investor risk profile - risk level 3 out of 7
CONSERVATIVE INVESTOR
Risk Level: 2 | 7

This portfolio is designed to prioritise capital preservation and generate reliable income, with minimal exposure to market volatility and lower-risk assets as its core.

It maintains a strong allocation to fixed-income securities and cash for stability and income, with modest exposure to equities and real assets to support long-term growth and inflation protection.

Start InvestingSpeak with an adviser
View all portfolios
PROJECTED GROWTH (ILLUSTRATIVE)
STARTING INVESTMENT

$100,000

INVESTMENT HORIZON: 15 YEARS
ESTIMATED VALUE (ILLUSTRATIVE)

$240,000

Illustrative projected growth chart for Haven Conservative portfolio over 15 years

This example is for illustrative purposes only and assumes a consistent rate of return. Actual outcomes will vary depending on market conditions.

Past performance is not a reliable indicator of future performance.
How Your Capital Is Allocated
Haven Conservative portfolio capital allocation chart - Australian equities, international equities, fixed income, alternatives, real assets and cash
Australian Equities
43.5%
International Equities
16%
Australian Interest Securities
10%
International Interest Securities
12%
Real Assets
16.5%
Cash
2%
Allocations are indicative and may change over time as part of ongoing portfolio management.
PORTFOLIO CHARACTERISTICS
  • Expected volatility indicator icon
    Expected Volatility Low
  • Income focus indicator icon
    Income focus
    High
  • Growth exposure indicator icon
    Growth Exposure
    Low
  • Capital preservation characteristic icon
    Suggested Investment
    Horizon 3+ Years
These characteristics describe portfolio in general terms. Individual outcomes will vary over time.
KEY CHARACTERISTICS
  • Checkmark Key Characteristics
    Focus on capital preservation
  • Checkmark Key Characteristics
    High allocation to income generating assets for stability
  • Checkmark Key Characteristics
    Lower exposure to equity market volatility
  • Checkmark Key Characteristics
    Designed for steady, long-term outcomes with lower risk
This portfolio is suitable for investors who prioritise stability and income while maintaining some growth exposure.
PORTFOLIO  OVERVIEW

Balanced Portfolio

Designed for investors seeking a balance between capital growth and income, offering a moderate risk-reward profile with a diversified mix of assets.
PORTFOLIO TYPE
Balanced investor risk profile - risk level 4 out of 7
BALANCED PORTFOLIO
Risk Level: 4 | 7

This portfolio aims to provide steady long-term returns by blending defensive assets with growth investments, suitable for those with a medium term investment horizon.

It combines income-generating securities with a meaningful allocation to equities to capture growth opportunities while managing risk.

Start InvestingSpeak with an adviser
View all portfolios
PROJECTED GROWTH (ILLUSTRATIVE)
STARTING INVESTMENT

$100,000

INVESTMENT HORIZON: 15 YEARS
ESTIMATED VALUE (ILLUSTRATIVE)

$317,000

Illustrative projected growth chart for Meridian Balanced portfolio over 15 years

This example is for illustrative purposes only and assumes a consistent rate of return. Actual outcomes will vary depending on market conditions.

Past performance is not a reliable indicator of future performance.
How Your Capital Is Allocated
Meridian Balanced portfolio capital allocation chart - Australian equities, international equities, fixed income, alternatives, real assets and cash
Australian Equities
22%
International Equities
38%
Australian Interest Securities
22%
International Interest Securities
8%
Real Assets
8%
Cash
2%
Allocations are indicative and may change over time as part of ongoing portfolio management.
PORTFOLIO CHARACTERISTICS
  • Expected volatility indicator icon
    Expected Volatility
    Moderate
  • Income focus indicator icon
    Income focus
    Moderate
  • Growth exposure indicator icon
    Growth Exposure
    Moderate
  • Capital preservation characteristic icon
    Suggested Investment
    Horizon 5+ Years
These characteristics describe portfolio in general terms. Individual outcomes will vary over time.
KEY CHARACTERISTICS
  • Checkmark Key Characteristics
    Focus on capital preservation
  • Checkmark Key Characteristics
    High allocation to income generating assets for stability
  • Checkmark Key Characteristics
    Lower exposure to equity market volatility
  • Checkmark Key Characteristics
    Designed for steady, long-term outcomes with lower risk
This portfolio is suitable for investors who prioritise stability and income while maintaining some growth exposure.
Select Summit Growth portfolio
Summit
Growth
Select Aurora High Growth portfolio
Aurora
High Growth
PORTFOLIO  OVERVIEW

Growth Portfolio

Designed for investors seeking long-term capital growth with a moderate-to-high risk tolerance and greater exposure to growth assets.
PORTFOLIO TYPE
Select Summit Growth portfolio
GROWTH PORTFOLIO
Risk Level: 5 | 7

This portfolio aims to achieve strong returns over the long term by emphasizing equity exposure while maintaining a measured allocation to defensive assets.

It provides broad global and domestic market exposure while incorporating risk management through diversification.

Start InvestingSpeak with an adviser
View all portfolios
PROJECTED GROWTH (ILLUSTRATIVE)
STARTING INVESTMENT

$100,000

INVESTMENT HORIZON: 15 YEARS
ESTIMATED VALUE (ILLUSTRATIVE)

$390,000

Illustrative projected growth chart for Summit Growth portfolio over 15 years

This example is for illustrative purposes only and assumes a consistent rate of return. Actual outcomes will vary depending on market conditions.

Past performance is not a reliable indicator of future performance.
How Your Capital Is Allocated
Summit Growth portfolio capital allocation chart - Australian equities, international equities, fixed income, alternatives, real assets and cash
Australian Equities
25%
International Equities
44%
Australian Interest Securities
17.5%
International Interest Securities
5.5%
Real Assets
6%
Cash
2%
Allocations are indicative and may change over time as part of ongoing portfolio management.
PORTFOLIO CHARACTERISTICS
  • Expected volatility indicator icon
    Expected Volatility
    Moderate to High
  • Income focus indicator icon
    Income focus
    Moderate
  • Growth exposure indicator icon
    Growth Exposure
    High
  • Capital preservation characteristic icon
    Suggested Investment
    Horizon 5+ Years
These characteristics describe portfolio in general terms. Individual outcomes will vary over time.
KEY CHARACTERISTICS
  • Checkmark Key Characteristics
    Focus on capital preservation
  • Checkmark Key Characteristics
    High allocation to income generating assets for stability
  • Checkmark Key Characteristics
    Lower exposure to equity market volatility
  • Checkmark Key Characteristics
    Designed for steady, long-term outcomes with lower risk
This portfolio is suitable for investors who prioritise stability and income while maintaining some growth exposure.
PORTFOLIO  OVERVIEW

High Growth Portfolio

Designed for investors seeking high growth and capital appreciation, accepting greater volatility in pursuit of strong long-term returns.
PORTFOLIO TYPE
High Growth investor risk profile - risk level 4 out of 7
HIGH GROWTH PORTFOLIO
Risk Level: 6 | 7

This portfolio focuses on high-performing sectors and dynamic market opportunities to minimize compounding potential over the long term.

It prioritises aggressive exposure to equities with minimal defensive allocation, allowing investors to capture strong market trends.

Start InvestingSpeak with an adviser
View all portfolios
PROJECTED GROWTH (ILLUSTRATIVE)
STARTING INVESTMENT

$100,000

INVESTMENT HORIZON: 15 YEARS
ESTIMATED VALUE (ILLUSTRATIVE)

$478,000

Illustrative projected growth chart for Haven Conservative portfolio over 15 years

This portfolio is suitable for investors who are seeking maximum growth with a high risk tolerance and long term horizon.

Past performance is not a reliable indicator of future performance.
How Your Capital Is Allocated
Aurora High Growth portfolio capital allocation chart - Australian equities, international equities, fixed income, alternatives, real assets and cash
Australian Equities
29%
International Equities
50%
Australian Interest Securities
12%
International Interest Securities
3%
Real Assets
4%
Cash
2%
Allocations are indicative and may change over time as part of ongoing portfolio management.
PORTFOLIO CHARACTERISTICS
  • Expected volatility indicator icon
    Expected Volatility
    High
  • Income focus indicator icon
    Income focus
    Low
  • Growth exposure indicator icon
    Growth Exposure
    Very High
  • Capital preservation characteristic icon
    Suggested Investment
    Horizon 5+ Years
These characteristics describe portfolio in general terms. Individual outcomes will vary over time.
KEY CHARACTERISTICS
  • Checkmark Key Characteristics
    Focus on capital preservation
  • Checkmark Key Characteristics
    High allocation to income generating assets for stability
  • Checkmark Key Characteristics
    Lower exposure to equity market volatility
  • Checkmark Key Characteristics
    Designed for steady, long-term outcomes with lower risk
This portfolio is suitable for investors who prioritise stability and income while maintaining some growth exposure.
Select Horizon Global Growth portfolio
Horizon
Global Growth
PORTFOLIO  OVERVIEW

Global Growth Portfolio

Designed for investors seeking long-term capital appreciation through a concentrated portfolio of high-quality, growth-oriented global companies.
PORTFOLIO TYPE
GLOBAL GROWTH PORTFOLIO
Risk Level: 6 | 7

This portfolio invests in 20-30 industry leading companies listed on U.S. exchanges with strong market positioning and consistent growth.

It is constructed through a rigorous selection process focusing on financial strength, competitive advantages and potential for sustained growth.

Start InvestingSpeak with an adviser
View all portfolios
PROJECTED GROWTH (ILLUSTRATIVE)
STARTING INVESTMENT

$100,000

INVESTMENT HORIZON: 15 YEARS
ESTIMATED VALUE (ILLUSTRATIVE)

$625,000

Illustrative projected growth chart for Horizon Global Growth portfolio over 15 years

This portfolio is suitable for investors who are seeking high growth through global equities with a high risk tolerance and long term horizon.

Past performance is not a reliable indicator of future performance.
How Your Capital Is Allocated
Horizon Global Growth portfolio capital allocation chart - Australian equities, international equities, fixed income, alternatives, real assets and cash
Technology
35%
Healthcare
20%
Financials
10%
Consumers Discretionary
15%
Industrials
10%
Other
10%
Allocations are indicative and may change over time as part of ongoing portfolio management.
PORTFOLIO CHARACTERISTICS
  • Expected volatility indicator icon
    Expected Volatility
    High
  • Income focus indicator icon
    Income focus
    Low
  • Growth exposure indicator icon
    Growth Exposure
    Very High
  • Capital preservation characteristic icon
    Suggested Investment
    Horizon 5+ Years
These characteristics describe portfolio in general terms. Individual outcomes will vary over time.
KEY CHARACTERISTICS
  • Checkmark Key Characteristics
    Focus on capital preservation
  • Checkmark Key Characteristics
    High allocation to income generating assets for stability
  • Checkmark Key Characteristics
    Lower exposure to equity market volatility
  • Checkmark Key Characteristics
    Designed for steady, long-term outcomes with lower risk
This portfolio is suitable for investors who prioritise stability and income while maintaining some growth exposure.
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Illustrative only. Projected values are based on assumed long-term returns and are not guarantees of future performance. Actual returns may vary and can be positive or negative over time.
‍View important assumptions and disclaimer.
OUR PORTFOLIOS

See How Your Money Could Be Growing

These are real portfolios, managed for real clients.Each one is designed around a different level of risk and return, helping you invest with clarity and confidence.

Select a portfolio to explore performance
Select a portfolio to explore performance
1 YEAR3 YEARS5 YEARS
Haven
Conservative

6.2%

Actual Return
Meredian
Balanced

8.3%

Actual Return
Summit
Growth

8.7%

Actual Return
Aurora
High Growth

9.2%

Actual Return
Horizon
Global Growth

1.6%

Actual Return

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

35.6%

5 Year total return
Annualised return indicator
Annualised Return

6.3%

5 Year annualised return
Haven Conservative portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

52.4%

5 Year total return
Annualised return indicator
Annualised Return

8.8%

5 Year annualised return
Meredian Balanced portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

56.5%

5 Year total return
Annualised return indicator
Annualised Return

9.4%

5 Year annualised return
Summit Growth portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

60.9%

5 Year total return
Annualised return indicator
Annualised Return

10.0%

5 Year annualised return
Aurora High Growth portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

50.5%

5 Year total return
Annualised return indicator
Annualised Return

8.5%

5 Year annualised return
Horizon Global Growth portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.
Haven
Conservative

28.6%

Actual Return
Meredian
Balanced

39.3%

Actual Return
Summit
Growth

41.9%

Actual Return
Aurora
High Growth

44.7%

Actual Return
Horizon
Global Growth

52.3%

Actual Return

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

35.6%

5 Year total return
Annualised return indicator
Annualised Return

6.3%

5 Year annualised return
Haven Conservative portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

52.4%

5 Year total return
Annualised return indicator
Annualised Return

8.8%

5 Year annualised return
Meredian Balanced portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

56.5%

5 Year total return
Annualised return indicator
Annualised Return

9.4%

5 Year annualised return
Summit Growth portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

60.9%

5 Year total return
Annualised return indicator
Annualised Return

10.0%

5 Year annualised return
Aurora High Growth portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

50.5%

5 Year total return
Annualised return indicator
Annualised Return

8.5%

5 Year annualised return
Horizon Global Growth portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.
Haven
Conservative

35.6%

Actual Return
Meredian
Balanced

52.4%

Actual Return
Summit
Growth

56.5%

Actual Return
Aurora
High Growth

60.9%

Actual Return
Horizon
Global Growth

50.5%

Actual Return

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

35.6%

5 Year total return
Annualised return indicator
Annualised Return

6.3%

5 Year annualised return
Haven Conservative portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

52.4%

5 Year total return
Annualised return indicator
Annualised Return

8.8%

5 Year annualised return
Meredian Balanced portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

56.5%

5 Year total return
Annualised return indicator
Annualised Return

9.4%

5 Year annualised return
Summit Growth portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

60.9%

5 Year total return
Annualised return indicator
Annualised Return

10.0%

5 Year annualised return
Aurora High Growth portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

50.5%

5 Year total return
Annualised return indicator
Annualised Return

8.5%

5 Year annualised return
Horizon Global Growth portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.
Explore Performance
1 YEAR3 YEARS5 YEARS
Haven
Conservative

6.2%

Actual Return
Meredian
Balanced

8.3%

Actual Return

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

35.6%

5 Year total return
Annualised return indicator
Annualised Return

6.3%

5 Year annualised return
Haven Conservative portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

52.4%

5 Year total return
Annualised return indicator
Annualised Return

8.8%

5 Year annualised return
Meredian Balanced portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.
Summit
Growth

8.7%

Actual Return
Aurora
High Growth

9.2%

Actual Return

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

56.5%

5 Year total return
Annualised return indicator
Annualised Return

9.4%

5 Year annualised return
Summit Growth portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

60.9%

5 Year total return
Annualised return indicator
Annualised Return

10.0%

5 Year annualised return
Aurora High Growth portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.
Horizon
Global Growth

1.6%

Actual Return

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

50.5%

5 Year total return
Annualised return indicator
Annualised Return

8.5%

5 Year annualised return
Horizon Global Growth portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.
Haven
Conservative

28.6%

Actual Return
Meredian
Balanced

39.3%

Actual Return

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

35.6%

5 Year total return
Annualised return indicator
Annualised Return

6.3%

5 Year annualised return
Haven Conservative portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

52.4%

5 Year total return
Annualised return indicator
Annualised Return

8.8%

5 Year annualised return
Meredian Balanced portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.
Summit
Growth

41.9%

Actual Return
Aurora
High Growth

44.7%

Actual Return

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

56.5%

5 Year total return
Annualised return indicator
Annualised Return

9.4%

5 Year annualised return
Summit Growth portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

60.9%

5 Year total return
Annualised return indicator
Annualised Return

10.0%

5 Year annualised return
Aurora High Growth portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.
Horizon
Global Growth

52.3%

Actual Return

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

50.5%

5 Year total return
Annualised return indicator
Annualised Return

8.5%

5 Year annualised return
Horizon Global Growth portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.
Haven
Conservative

35.6%

Actual Return
Meredian
Balanced

52.4%

Actual Return

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

35.6%

5 Year total return
Annualised return indicator
Annualised Return

6.3%

5 Year annualised return
Haven Conservative portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

52.4%

5 Year total return
Annualised return indicator
Annualised Return

8.8%

5 Year annualised return
Meredian Balanced portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.
Summit
Growth

56.5%

Actual Return
Aurora
High Growth

60.9%

Actual Return

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

56.5%

5 Year total return
Annualised return indicator
Annualised Return

9.4%

5 Year annualised return
Summit Growth portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

60.9%

5 Year total return
Annualised return indicator
Annualised Return

10.0%

5 Year annualised return
Aurora High Growth portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.
Horizon
Global Growth

50.5%

Actual Return

Based on actual client returns after fees.
Performance can vary based on your start time, market movements, and other factors.
Past performance is not a reliable indicator of future performance.
Performance figures are current as at 30 April 2026 and are updated regularly to reflect the latest data.

Historical Performance

5 Year Returns
Total return indicator
Total Return

50.5%

5 Year total return
Annualised return indicator
Annualised Return

8.5%

5 Year annualised return
Horizon Global Growth portfolio 5-year historical performance chart
5-year performance shown. Updated quarterly.
Haven
Conservative
Meredian
Balanced
Summit
Growth
Aurora
High Growth
Horizon
Global Growth
1 Year Return

6.2%

8.3%

8.7%

9.2%

1.6%

5 Year Annualised Return

6.3%

8.8%

9.4%

10.0%

8.5%

Risk Rating
Lower Risk
Higher Risk
1
2
3
4
5
6
7
Low to moderate risk -  suited to investors comfortable with some ups and downs for higher long-term returns.
View Our Portfolios
Past performance is not a reliable indicator of future performance.This information is general in nanture and does not constitue personal financial advice.
Explore Performance
HOW IT WORKS

Investing with Growthfront is simple, transparent and built for you.

From choosing your portfolio to long-term growth, we make the process straightforward so you can focus on what matters most.

Choose your Growthfront investment portfolio icon
1
Choose your portfolio
Select the portfolio that matches your goals and risk comfort.
Open your Growthfront investment account icon
2
Open your account
Open your account securely through our trusted partner, Interactive Brokers.
Fund your Growthfront investment portfolio icon
3
Fund your investment
Transfer funds to your account and start your investment journey
Watch your Growthfront portfolio grow over time icon
4
We manage and rebalance
We actively manage your portfolio and rebalance to keep you on track.
You own your investments directly with Growthfront icon
You own your investments
Your assets are held in your name at Interactive Brokers, one of the world’s most trusted brokerage platforms.
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FEES & PRICING

Transparent fees, 
aligned with your outcomes

Our fee structure is designed to align our success with yours.
Your only pay for performance that drives your portfolio forward.

Growthfront annual portfolio management fee icon

Management fee

An annual management fee covers ongoing portfolio management, research, monitoring and rebalancing.
Fee Very Depending Icon
Fees vary depending on the portflio you choose.
Growthfront performance fee structure icon

Performance fee

(Flagship Global Growth Portfolio)
A performance fee is charged only on investment returns above the previous high-water mark.
High-water Mark Icon
High-water mark structure ensures you only pay for new gains.
No hidden costs or lock-in fees icon

No hidden costs

  • Hidden Cost Check Mark
    No setup or account fees
  • Hidden Cost Check Mark
    No transaction or redemption fees
  • Hidden Cost Check Mark
    No commissions or product kickbacks
  • Hidden Cost Check Mark
    Transparent and straightforward
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Full fee details
A complete breakdown of all fees and costs for each portfolio is available on our Pricing & Fee page.
View pricing & fees
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Growthfront fee structure aligned with client success icon
Aligned with your success
Our interests are aligned with yours. We are focused on delivering long-term outcomes, so you can invest with confidence.
Questions about Growthfront fees and pricing icon
Questions about our fees?
We’re here to help.
Contact Us
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Growthfront Wealth Management logo
1300 388 574info@growthfront.com.au
Level 17, 123 Pitt Street Sydney NSW 2000 Australia
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Disclaimer:

Growthfront Pty Ltd is a Corporate Authorised Representative (No. 1302922) of Geosmith Partners AFSL 700062 ABN 86 684 092 135. Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs except in circumstances where you have provided your personal financial details via our online application process and received a Statement of Advice from us. Before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us