Balance risk in favour of returns

Capture the upside of the Australian equities market and cushion yourself from the downside.

Smarter Money Protected Equities

Investing over the long term offers the greatest opportunity to achieve consistently good returns. We have developed a share portfolio strategy using proven expertise to get the right mix of investment techniques that will balance risk and deliver smoother returns for you.

We have teamed up with one of the savviest portfolio managers in the country to provide you with an investment alternative that seeks returns on the upside, and reduced volatility and protection on the downside. It is equities investing the way high net worth families in Australia do it.

The Protected Equities Fund taps into the know-how of skilled equity fund managers who understand the dynamics of the Australian share market. This fund aims to deliver solid growth* while cushioning falls to recover more quickly. It's the sophisticated and protected way to enjoy the Australian equities market with experts on your side.

Protected Equities Fund
12 month net return*
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Why open a Smarter Money Fund?

Higher returns on your savings

We do all the legwork by selecting the underlying managers. Our tailored fund provides you with access to a pre-assembled portfolio of actively managed Australian equities funds.

24 x 7 Online access to your account

Get online access to your account 24 hours a day, 7 days a week with our state of the art online platform, giving you real-time acess to your distributions and transactions.

Low risk profile, conservative portfolio

We have developed an investment portfolio management strategy, using proven expertise to understand, monitor and manage the mix of investment techniques on your behalf to balance risk and return.

Keep your money close to home

Investing in Australian assets has proved to be a successful strategy in recent years because it's creating great growth opportunities for everyday over the longer term (five to seven years).

A diversified portfolio of Australian Equities

Smarter Money Protected Equities total returns

Post-fees vs industry benchmarks

Reporting period: 12 months to 30 November 2017
Source: RBA, Yellow Brick Road, Select Investment Partners

Past performance is not indicative of future performance. Read the PDS for more details.

Smarter Money Protected Equities strategy

Our strategy is to invest in a variety of funds selected on your behalf that aim for solid growth over the long-term while buffeting market corrections.  We carefully select a mix of skilled investment managers who specialise in active share market investment and risk management.

Multi-manager portfolios aim for superior, lower-risk outcomes over the long term.  These equities strategies do not rely on the direction of the market to generate returns.

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Now, see how we've been tracking

Our low-risk cash and fixed-income returns strategy is paying off and even as the markets gets tougher our returns cotinue to earn a better return.

Inception return p.a.*

Inception return p.a.*

Past 6 months

6 month net return*

12 month net return*

Start your equities investment portfolio with a team of experts who understand, manage and monitor it.
12 month net return*

Awards & Recognition

Have a question about Smarter Money?

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Fund Manager

Learn more about Smart Money's proven track-record of delivering superior risk-adjusted returns in the liquid cash and short-term fixed interest asset classes.

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Important information

* The information on this web page has been prepared by Smarter Money Investments Pty Limited ABN 64 153 555 867 (‘SMI’) as the Investment Manager of the Protected Equities Fund and is correct as at 31/05/17. OneVue RE Services Limited ABN 94 101 103 011 (‘OneVue’) is the Responsible Entity of the Fund and the issuer of the Product Disclosure Statement ('PDS'). It is general information only and is not intended to provide you with financial or investment advice. This information does not take into account your personal and financial circumstances, goals, objectives and needs. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. The fund is subject to investment risks. The PDS for the relevant Smarter Money fund should be considered before deciding whether to acquire or hold units in it. None of the Responsible Entity, SMI, Yellow Brick Road Holdings Limited nor any of their respective shareholders, directors and associated businesses assume any liability to investors in connection with investment in the Fund, or guarantees the performance of any obligations to investors, the performance of the Fund or any particular rate of return. The repayment of capital is not guaranteed. Investments in the Fund are not deposits or liabilities of any of the abovementioned parties. The Fund is subject to investment risks, which could include delays in repayment and loss of income and capital invested. Past performance is not indicative of future performance. To learn more about these risks, we strongly encourage you to read the Fund’s PDS and consult an independent legal and financial adviser.

Select Investment Partners Pty Limited ABN 70 120 380 627, AFSL 308 868 (Select) is the Portfolio Manager for the Protected Equities Fund. Select is appointed by Smarter Money Investments Pty Ltd ABN 64 153 555 867 as the Investment Manager of the fund. Protected Equities Fund ARSN 606 398 752, Assisted Investor APIR SLT0059AU.