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Discover Spark Invest

An easy-to-use, low-cost, online portfolio solution.

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Start Investing Now
Investing

Get started on your investment journey with a professionally managed portfolio

  • Choose from 5 tailored investment portfolios
  • It’s quick and simple to open an account – it only takes 5 minutes
  • Track your portfolio 24/7 via your Investor Portal or App
  • Get started with as little as $5000
  • Receive regular updates on your portfolio and the market from the Spark Asset Management Team
  • Take the hassle out of managing the portfolio yourself

Begin Your Investment Journey in 3 Steps

Investing with Spark is simple and straightforward.

01

Choose the portfolio below that suits you best.

 

02

Open your account.

 

03

Leave it to Spark to manage.

 

Choose from five portfolios that best suits you:

(Scroll left to right)

Income Portfolio

Investment Objective:

The Income Portfolio aims to drive income generation across a diversified base of asset classes.

Who Is This Suitable For?

Investors seeking a diversified portfolio with an income focus and have a medium term investment horizon. The portfolio is suitable for those with a medium risk tolerance and who can accept some volatility with their investment.

Asset Class Mix:

50% defensive (fixed interest, cash)

50% growth (equities, alternatives)

Target Returns

3% per annum before fees over rolling 10-year periods

Risk Level:

Moderate

Suggested Timeframe:

4+ years

Management Fee:

0.45%

Balanced Portfolio

Investment Objective:

The Balanced portfolio seeks to provide optimal capital efficiency over a long-term horizon. It has an exposure to both growth and defensive assets but with a bias towards growth.

Who Is This Suitable For?

Investors seeking a diversified portfolio weighted towards growth assets and have a medium term investment horizon. The portfolio is suitable to those with a medium to high risk tolerance and who can accept a greater level of market volatility.

Asset Class Mix:

40% defensive (fixed interest, cash)

60% growth (equities, property, alternatives)

Target Returns

4%-6% per annum before fees over rolling 10-year periods

Risk Level:

Medium To High

Suggested Timeframe:

5 years+

Management Fee:

0.45%

Growth Portfolio

Investment Objective:

The Growth portfolio seeks to provide optimal capital efficiency over a long-term horizon. The portfolio focuses predominantly on capital growth with exposures weighted to growth assets along with some exposure to defensive assets.

Who Is This Suitable For?

Investors seeking capital growth and have a medium to long term investment horizon.The portfolio is suitable for those with a high-risk tolerance and who can accept high levels of volatility.

Asset Class Mix:

25% defensive (fixed interest, cash)

75% growth (equities, property, alternatives)

Target Returns

5%-7% per annum before fees over rolling 10-year periods

Risk Level:

High

Suggested Timeframe:

7 years+

Management Fee:

0.45%

High Growth Portfolio

Investment Objective:

The High Growth portfolio seeks to provide optimal capital efficiency over a long-term horizon. The portfolio focuses on capital growth over the long term.

Who Is This Suitable For?

Investors seeking high levels of capital growth and have a long-term investment horizon. The portfolio is suitable for those with a high-risk tolerance and who can accept high levels of volatility.

Asset Class Mix:

10% defensive (fixed interest, cash)

90% growth (equities, property, alternatives)

Target Returns

7%-9% per annum before fees over rolling 10-year periods

Risk Level:

High

Suggested Timeframe:

7 years+

Management Fee:

0.45%

ESG Balanced Portfolio

Investment Objective:

The ESG (Environmental/Social/Governance) Balanced Portfolio is a multi-asset class portfolio that invests in exchange traded funds and managed funds within each asset class, taking into account ESG factors and risks.

Who Is This Suitable For?

Investors seeking a diversified portfolio with an ESG focus and have a medium term investment horizon. The portfolio is suitable for those with a moderate to high risk tolerance and who can accept a greater level of volatility.

Asset Class Mix:

40% defensive (fixed interest, cash)

60% growth (equities, property, alternatives)

Target Returns

4%-6% per annum before fees over rolling 10 year periods

Risk Level:

Medium To High

Suggested Timeframe:

5 years+

Management Fee:

0.45%

Benefit From Spark’s
Investment Expertise

With our self-directed investment platform, you can select the investment portfolio that is right for you. But that’s not all.

Utilise expert portfolio management

Gain the advantage of the Spark Asset Management team’s wealth of experience, as they make evidence-based decisions while managing your portfolios.

Start investing sooner

Open and set up your account in 5 minutes or less.

Start small to suit your budget

Take your first steps into the financial investment world with a low initial recommended investment of $5,000.

Further your financial education

Discover how simple investing can be with clear information and options.

Manage your investments 24/7

Review and track your portfolio 24/7 with your Investor Portal or App

Purpose & Impact

The Spark Dealer Group is a Profit for Purpose, social business. This means that your portfolio management fees go towards helping our charity partners.

Invest With Spark Invest

Explore our portfolios today and begin growing your wealth for a better future.

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Spark Invest is distributed by Axies Pty Ltd ABN 38 136 704 446 and Spark Advisors Australia (SAA) ABN 34 122 486 935 who are Australian Financial Services Licensees No. 339384 & No. 380552 and managed by Spark Asset Management ACN 663 801 821; and administered by OpenInvest Limited ACN 614 587 183 via the OpenInvest Portfolio Service ARSN 628 156 052. This website provides factual information about the service, and any general advice contained does not take into account your objectives, financial situation or needs. Before making any investment decision, please review the PDS and Target Market Determination available at http://www.spark.openwealth.net.au/key-documents/ Should you require assistance in determining whether an investment in the service is right for you, you may wish to seek personal advice from an appropriately licensed financial adviser
Start Investing Now
Spark Invest is distributed by Axies Pty Ltd ABN 38 136 704 446 and Spark Advisors Australia (SAA) ABN 34 122 486 935 who are Australian Financial Services Licensees No. 339384 & No. 380552 and managed by Spark Asset Management ACN 663 801 821; and administered by OpenInvest Limited ACN 614 587 183 via the OpenInvest Portfolio Service ARSN 628 156 052. This website provides factual information about the service, and any general advice contained does not take into account your objectives, financial situation or needs. Before making any investment decision, please review the PDS and Target Market Determination available at http://www.spark.openwealth.net.au/key-documents/ Should you require assistance in determining whether an investment in the service is right for you, you may wish to seek personal advice from an appropriately licensed financial adviser

It All Starts With a Spark.

Spark Financial Group Offices

Melbourne

Level 2,
181 Bay Street
Brighton VIC 3186

Brisbane

Suite 4, Level 5
97 Creek St,
Brisbane QLD 4000

Sydney

Level 35, Tower One
100 Barangaroo Avenue
Sydney NSW 2000

Contact

1300 974 947 info@sparkfg.com.au Contact Us

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© 2024 Spark Financial Group. All Rights Reserved. Digital Agency Blank Theory |
Our Profit for Purpose entities include Spark Partnership Group Holdings ABN 639 410 932, whose subsidiaries are; Axies Pty Ltd ABN 38 136 704 446 (AFSL No. 339384), Spark Advisors Australia Pty Ltd ABN 34 122 486 935 (AFSL No. 380552), Spark Financial Group ABN 15 621 553 786 & Spark Asset Management ABN 39 663 801 821.

Spark Corporate Authorised Representatives are authorised through Axies Pty Ltd ABN 38 136 704 446 (AFSL No. 339384) and Spark Advisors Australia Pty Ltd ABN 34 122 486 935 (AFSL No. 380552), who receive services from Spark Financial Group ABN 15 621 553 786 & Spark Lending credit representatives are authorised through Outsource Financial Pty Ltd ABN 42 131 090 705 (ACL No.384324) are not, profit for purpose entities.

General Advice Warning: The information and advice contained on this webpage and website has been prepared for general information purposes only and does not take into account your personal objectives, financial situation or needs. It is not intended to provide commercial, financial, investment, accounting, tax or legal advice. You should, before you make any decision regarding any information, strategies, or products mentioned on this website, consult a professional financial advisor to consider whether it is suitable and appropriate for you and your personal needs and circumstances. Product Disclosure Statements and Information Memoranda contain information necessary for you to make a decision whether or not to invest in financial products mentioned on this website. You should also obtain and read this document prior to proceeding with any decision to purchase a financial product. Although every effort has been made to verify the accuracy of the information contained in this document, Spark Financial Group, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this document or any loss or damage suffered by any person directly or indirectly through relying on this information.

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