Wentworth Invest
Manage your Core Wealth to achieve your financial goals using Wentworth Multi Asset Portfolios
Wentworth is pleased to launch the Multi Asset Class Portfolios “MAP” on OpenWealth
Having actively managed the MAP portfolios for over 9 years, they have proven to be a great way to manage a “Core” part of a clients wealth. MAP portfolios have generated high returns above objective*, are highly diversified across asset classes, backed by leading research, and are low cost.
Through the OpenWealth platform, the MAP portfolios are now available online. This creates a very cost effective way to access the professionally managed portfolios, even for smaller amounts down to $10,000. Account opening takes less than 10 minutes.
MAP Benefits
9yr+ History of Performance
Choice of 4 Investment Portfolios
Enables Core Portfolio Management
Online - Open an account in 10 mins
No Entry, Exit or Switching Fees
Full Reporting Including
Retain Beneficial Ownership
Backed by Leading Research
Lower Cost Approach
Secure and Fully Diversified
Strong Historical Performance*
Experienced Management Team
MAP Performance
Model Portfolio Performance+
Month
Aug 2022
Quarter
6 Months
1 Year
2 Years
3 Years
5 Years
10 Years
Annualised
Absolute
Conservative
-0.07%
-1.25%
-2.94%
-4.92%
2.74%
2.21%
4.95%
6.72%
9.1%
91.7%
Balanced
-0.13%
-1.95%
-2.92%
-4.76%
5.14%
2.83%
5.86%
8.23%
11.9%
120.5%
Growth
-0.01%
-2.29%
-3.54%
-5.51%
6.51%
3.62%
6.78%
9.44%
14.5%
146.4%
High Growth
-0.32%
-2.71%
-4.90%
-7.74%
6.37%
3.84%
7.53%
10.40%
16.7%
168.9%
Past performance is no guarantee of future results
Investment Models
Investment Objective
Conservative aims to return cash plus a margin of 1.75-2.25% pa over a 4–7-year period. Cash is represented by the RBA cash rate. The portfolio is constructed to provide secure regular income, a lower degree of volatility than equities, and broad diversification. Based on an assessment of the macroeconomic outlook, the portfolio looks to rebalance in order to provide an optimal allocation between defensive and growth assets. The active management approach continually assesses the outlook for risk and returns.
Typical Investor
The Conservative model is suitable for investors who prioritise capital stability, and income over the pursuit of growth. They require an experienced manager with a long-established track record and active management process, through varied market cycles and risk environments. An investor who seeks a diversified, low cost, risk-based portfolio across multiple asset classes, and backed by leading non-bank macroeconomic research. The investor is looking to access a low-cost approach to manage a “Core” part of their wealth.
Investment Strategy and Approach
Wentworth’s management process creates a risk based diversified portfolio that is actively managed. Within a conservative asset allocation framework, Wentworth uses an in-house Tactical Equity Asset Allocation Model (TEAA), to actively increase or decrease exposure to risk assets based on the tactical outlook over a 1-6 month period. In simple terms we look to “time” key asset class movements based on risk and reward for the asset classes.
We in part use Longview Economics Research (London) timing models as part of this decision making process. This process helps us actively manage the allocation to equities, property, fixed interest (bonds, some hybrids), alternate asset classes (i.e. gold, commodities, currencies) and cash. There are no set limits on tactical rebalancing events, however typically tactical changes occur between 5 and 10 times per year. Historically rebalancing has occurred when changes are made or quarterly.
Indicative number of holdings
5 to 20
Minimum initial investment
$10,000
Asset allocation ranges (%)
Minimum
Maximum
Cash
1%
50%
Australian Shares
10%
30%
International Shares
10%
30%
Australian Property
0%
5%
International Property
0%
5%
Australian Fixed Interest
30%
60%
International Fixed Interest
0%
20%
Alternatives
2%
10%
Other
0%
5%
Investment Objective
Balanced aims to return cash plus a margin of 2.25-2.75% pa over a rolling 4–7 year period. Cash is represented by the RBA cash rate. The portfolio is constructed to provide a balance between income and capital growth over the medium to long term. Based on an assessment of the macroeconomic outlook, the portfolio looks to rebalance in order to provide an optimal allocation between growth and defensive assets. The active management approach continually assesses the outlook for risk and returns.
Typical Investor
The Balanced portfolio is suitable for those investors looking for a combination of capital growth and income, over the medium to longer term, and have a moderate tolerance for variations in returns from year to year. They require an experienced manager with a long-established track record and active management process, through varied market cycles and risk environments. An investor who seeks a diversified, low cost, risk-based portfolio across multiple asset classes, and backed by leading non-bank macroeconomic research. The investor is looking to access a low-cost approach to manage a “Core” part of their wealth.
Investment Strategy and Approach
Wentworth’s management process creates a risk based diversified portfolio that is actively managed. Within a balanced asset allocation framework, Wentworth uses an in-house Tactical Equity Asset Allocation Model (TEAA), to actively increase or decrease exposure to risk assets based on the tactical outlook over a 1-6 month period. In simple terms we look to “time” key asset class movements based on risk and reward for the asset classes.
We in part use Longview Economics Research (London) timing models as part of this decision making process. This process helps us actively manage the allocation to equities, property, fixed interest (bonds, some hybrids), alternate asset classes (i.e. gold, commodities, currencies) and cash. There are no set limits on tactical rebalancing events, however typically tactical changes occur between 5 and 10 times per year. Historically rebalancing has occurred when changes are made or quarterly.
Indicative number of holdings
5 to 20
Minimum initial investment
$10,000
Asset allocation ranges (%)
Minimum
Maximum
Cash
1%
50%
Australian Shares
15%
35%
International Shares
15%
35%
Australian Property
0%
5%
International Property
0%
5%
Australian Fixed Interest
25%
55%
International Fixed Interest
0%
15%
Alternatives
5%
15%
Other
0%
5%
Investment Objective
Growth aims to return cash plus a margin of 3.25-3.75% pa over a rolling 4–7 year period. Cash is represented by the RBA cash rate. The portfolio is constructed to provide a focus on growth with a small to medium allocation to income. Based on an assessment of the macroeconomic outlook, the portfolio looks to rebalance in order to provide an optimal allocation between growth and defensive assets. The active management approach continually assesses the outlook for risk and returns.
Typical Investor
The Growth portfolio is suitable for investors looking for capital growth with a small amount of income over the longer term. It suits investors that can accept short-term fluctuations in value, and variations in returns from year to year. They require an experienced manager with a long-established track record and active management process, through varied market cycles and risk environments. An investor who seeks a diversified, low cost, risk-based portfolio across multiple asset classes, and backed by leading non-bank macroeconomic research. The investor is looking to access a low-cost approach to manage a “Core” part of their wealth.
Investment Strategy and Approach
Wentworth’s management process creates a risk based diversified portfolio that is actively managed. Within a Growth asset allocation framework, Wentworth uses an in-house Tactical Equity Asset Allocation Model (TEAA), to actively increase or decrease exposure to risk assets based on the tactical outlook over a 1-6 month period. In simple terms we look to “time” key asset class movements based on risk and reward for the asset classes.
We in part use Longview Economics Research (London) timing models as part of this decision making process. This process helps us actively manage the allocation to equities, property, fixed interest (bonds, some hybrids), alternate asset classes (ie gold, commodities, currencies) and cash. There are no set limits on tactical rebalancing events, however typically tactical changes occur between 5 and 10 times per year. Historically rebalancing has occurred when changes are made or quarterly.
Indicative number of holdings
5 to 20
Minimum initial investment
$10,000
Asset allocation ranges (%)
Minimum
Maximum
Cash
1%
50%
Australian Shares
20%
40%
International Shares
20%
40%
Australian Property
0%
7.5%
International Property
0%
7.5%
Australian Fixed Interest
10%
20%
International Fixed Interest
0%
10%
Alternatives
5%
20%
Other
0%
5%
Investment Objective
High Growth aims to return cash plus a margin of 4.0-4.5% pa over a rolling 7 year plus period. Cash is represented by the RBA cash rate. Holding minimal defensive positions, the portfolio aims to purely invest in a mix of growth assets. The portfolio aims to be fully invested (or close to) in normal markets, and only hold a weighting to cash is when transitioning between investments or in times of anticipated risk aversion. It will actively pursue unique growth options within asset classes, within its investment rules. Based on an assessment of the macroeconomic outlook, the portfolio looks to rebalance in order to provide an optimal allocation between growth assets. The active management approach continually assesses the outlook for risk and returns.
Typical Investor
The High Growth portfolio is suitable for investors looking for capital growth with little priority for income over the longer term. It suits investors that have a high tolerance for volatility in returns, and variations in returns from year to year. They require an experienced manager with a long-established track record and active management process, through varied market cycles and risk environments. An investor who seeks a diversified, low cost, risk-based portfolio with a priority for growth asset classes, backed by leading non-bank macroeconomic research. The investor is looking to access a low-cost approach to manage a “Core” part of their wealth.
Investment Strategy and Approach
Wentworth’s management process creates a risk based diversified portfolio that is actively managed. Within a Wentworth’s management process creates a risk based diversified portfolio that is actively managed. Within a High Growth asset allocation framework, Wentworth uses an in-house Tactical Equity Asset Allocation Model (TEAA), to actively increase or decrease exposure to risk assets based on the tactical outlook over a 1-6 month period. In simple terms we look to “time” key asset class movements based on risk and reward for the asset classes. We in part use Longview Economics Research (London) timing models as part of this decision making process. This process helps us actively manage the allocation to equities, property, alternate asset classes (ie gold, commodities, currencies), fixed interest (bonds, some hybrids) and cash. There are no set limits on tactical rebalancing events, however typically tactical changes occur between 5 and 10 times per year. Historically rebalancing has occurred when changes are made or quarterly.
Indicative number of holdings
5 to 20
Minimum initial investment
$10,000
Asset allocation ranges (%)
Minimum
Maximum
Cash
1%
25%
Australian Shares
20%
40%
International Shares
20%
60%
Australian Property
0%
10%
International Property
0%
10%
Australian Fixed Interest
0%
5%
International Fixed Interest
0%
5%
Alternatives
5%
20%
Other
0%
10%
Testimonial
“Wentworth's unique approach to multi-asset portfolio has provided significant benefits for our high net worth clients. With strong returns and control over our portfolio, Wentworth provides a transparent and active approach, with detailed information on the macro and outlook for all asset classes. We appreciate the open access to the manager and the research providers, adding to our advice framework”
- MBA Wealth Solutions
