Members Research Portal

Portfolio Strategy


Investment Research

Model Portfolios

Published at the start of each week, the Portfolio Strategy Update highlights how both the narratives and the data are affecting markets, and summarises the moves, trends, and outlooks for each asset class. The ASX Sector Summary then takes a look under the hood of the ASX200 at the trends and outlook of each sub-sector.


Access the research tables for ASX 200 shares, hybrids, ETFs, LIC’s, managed funds, and sustainability scored funds. Compare investments, and use the filter to screen the universe based on your criteria, and then list in ascending or descending order. Also access PDF reports on each asset.


Access a range of model portfolios with long track records. These include mid cap growth shares (Emerging Leaders), large cap shares (Core portfolio), hybrids, and diversified portfolios of shares and ETFs for exposure to a range of asset classes.