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Access our Spark Invest portfolios

Speak to one of our Advisors about our investment portfolios.

Our Portfolios

Grow your investment performance with a professionally managed portfolio

  • Take the risk out of managing your hard earned savings yourself by partnering with a professional investment team
  • All our portfolios are research backed and managed by our Spark Asset Management team
  • Book an appointment with one of Advisors to receive advice on the investment portfolio that is right for you
  • Receive regular updates on your portfolio, access to educational content and fund fact sheets

Choose from five portfolios that best suits you:

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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+

View Factsheets

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+

View Factsheets

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+

View Factsheets

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+

View Factsheets

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+

View Factsheets

Benefit From Spark’s
Investment Expertise

With our Spark Invest Core & Enhanced custom portfolios, you can access the investment portfolio that is right for you through one of our Advisors. But that’s not all.

Access to 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 portfolio.

Work with an Advice professional to assist you with your investment goals

Request an appointment with a Spark Advisor using the booking request on this website.

Partner up with a investment team

Take your first steps into a professionally managed investment with an initial investment of $100,000.

Further your financial education

Receive to investor updates, education and direct access to our investment management team.

View your investments 24/7

Review and track your portfolio 24/7 via your Investor online login.

Socially responsible investing (SRI)

One of our point of differences are the SRI capabilities within the investment management team who have created a dedicated ESG portfolio.

Invest With Spark

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

Talk to us today
This website provides factual information about our portfolios, and general advice does not take into account your objectives, financial situation or needs. Before making any investment decisions, or should you require assistance in determining the investment that is right for you, we recommend you seek personal advice from an appropriately licensed financial adviser.
Talk to us today
This website provides factual information about our portfolios, and general advice does not take into account your objectives, financial situation or needs. Before making any investment decisions, or should you require assistance in determining the investment that is right for you, we recommend you 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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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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