Professionally managed online investment portfolios
Benefits
Establish a diversified investment portfolio without the hassle of managing it yourself
Select from a variety of cost efficient, professionally managed and diversified investment options
Access the knowledge, experience and resources of our investment professionals
Easily open an account online within a matter of minutes
Start investing with a recommended minimum of $5,000
Enjoy the flexibility to enter or exit a portfolio at any point in time
Stay informed with real-time portfolio tracking, available through your investor portal or mobile app
Stay updated on any changes made to your portfolio with regular communications from our investment team.
How it works
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Here you can explore the range of portfolios, use our fee calculator to explore the pricing, read articles, see past performance and access the key documents like the Product Disclosure Statement.
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When you are ready to do so.
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It’s an online application form, no paperwork required
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Arrow will then build and manage your portfolio, keeping you up-to-date with all of our decisions.
You can relax, knowing your investments are being looked after by our team of professionals.
You can keep track of your portfolio and our updates, 24/7, via your client portal and mobile app.
Portfolios
Choose the portfolio that’s right for you…
🚀 Diversified Growth
A multi-asset diversified portfolio across both growth & defensive assets. The portfolio actively manages the allocation between asset classes to optimise the risk/return outcome. The strategy has been designed to be a stand-alone investment for investors wishing to take on a higher level of risk. The portfolio is constructed using low-cost and passive investments, such as Exchange Traded Funds (ETFs), which look to replicate a particular market index. For specific allocations, active fund managers are utilised to provide the potential for excess return & downside protection.
🪐 Global Growth
A multi-asset diversified portfolio across both growth & defensive assets. The portfolio seeks to invest in the best opportunities globally. The strategy is designed to complement local investors' Australian equity portfolios, with the strategy generally having no exposure to Australian Equities. The underlying investments selected in the portfolio are expected to generate significant diversification benefits in addition to the opportunity to access higher growth markets. The portfolio is constructed using low-cost and passive investments, such as Exchange Traded Funds (ETFs), which look to replicate a particular market index. For specific allocations, active fund managers are utilised to provide the potential for excess returns & downside protection.
🌏 Better World
The Better World portfolio is a diversified multi-asset portfolio that invests through a socially responsible mandate. The portfolio will generally be low-cost & passive but may utilise active managers at times to provide the potential for excess returns, impact investments & downside protection. The portfolio will focus on identifying solutions where the investment approach actively promotes positive and improved ESG & sustainability outcomes. Portfolio construction incorporates five complimentary approaches, Positive or Best-In-Class Screening, Sustainability Themed Investment, Impact Investing, ESG Integration and Negative Screening.
Investment committee
Peter Leggett
Chief Investment Officer & member of the Arrow Investment Committee
Peter has been a member of the Arrow Investment Committee since inception and has extensive experience in advisory roles across several financial organisations. Peter has over 35 years of experience in financial services & markets.
Ryan Synnot
Member of the Arrow Investment Committee
Ryan provides extensive investment research to the Arrow Investment Committee on an ongoing basis. Ryan has responsibility for the day-to-day operations of our portfolio management & investment committee obligations including manager meetings, trading, investment research, and reporting.
Mathew Ashton
Member of the Arrow Investment Committee
Mathew has been a member of the Arrow Investment Committee since inception. With over 23 years of industry experience, Mathew is a Certified Financial Planner and has obtained the highly regarded Chartered Financial Analyst designation.
Brad Matthews
External Consultant & Chair of the Arrow Investment Committee
Brad assists in creating portfolio solutions consistent with our Investment philosophy. Previously, he worked in investment research at AMP for 12 years, including as head of research and head of investment strategy for AMP financial planning licensees.
Michael Houghton
External Consultant & member of the Arrow Investment Committee
Michael is a senior finance and investment executive with more than 25 years’ experience in local and international private wealth management. He has worked in wealth management, asset consulting, investment advice and portfolio construction. He has previously held senior roles with Macquarie Bank, Citibank Switzerland, JB Were and ANZ and Westpac Private Banks.
Before you get started
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We believe in simple and transparent fees because what you pay to invest should never come as a surprise.
All of our professionally managed portfolios include a management fee of 0.80%.
There may be additional costs like Indirect Costs or Transaction Costs which are confirmed in the Investment Menu and Fee Calculator, available via the sign up page.
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Access your portfolio on the go on your iOS and Android device.
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The Arrow Invest platform is designed for self-directed investors and does not include any personalised advice.
If you feel your circumstances require personalised financial advice and support, then head to Arrow Private Wealth and get in touch with our team.
Lift-off in five, four, three…
Start investing today.
