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Life Sherpa Invest streamlines the entire process, giving you a professionally managed portfolio without the complexity. Choose an option aligned to your goals and let our team manage the rest. Clear, transparent, and efficient — this is investing the way it should be.
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Our Portfolios
Our portfolios are constructed from eight asset classes using primarily index funds with thousands of underlying positions and tailored to a range of risk profiles.
Everest 90
Aims to maximise total returns over rolling 8-year periods by investing primarily in growth assets
Aggressive GrowthCHECK OUT EVEREST 90Portfolio Snapshot
Key Highlights
- Objective: Long-term growth with high return potential over 8 years
- Allocation: 90% growth assets, 10% defensive (gold)
- Fees: 0.65% p.a. portfolio + 0.47% p.a. underlying fees
Denali 80
Aims to deliver high levels of capital growth over rolling 7-year periods, while managing risk through diversified assets.
Balanced GrowthCHECK OUT DENALI 80
Kilimanjaro 70
Aims to provide investors mainly with capital growth and a modest level of income over rolling 6-year periods
BalancedCHECK OUT KILIMANJARO 70
Kosciuszko 50
Aims to outpace inflation, relatively low volatility, and a steady income stream over rolling 5-year periods
Conservative BalancedCHECK OUT KOSCIUSZKO 50How Have They Performed
Four top performing portfolios tailored to match your risk profile
- 1 year
- 3 years
- 5 years
- 10 years
Kosciuszko 50
Conservative Balanced
1.46%p.a.Kilimanjaro 70
Balanced
23333.0%p.a.Denali 80
Balanced Growth
1.0%p.a.Everest 90
Aggressive Growth
10.0%p.a.Kosciuszko 50
Conservative Balanced
2.57%p.a.Kilimanjaro 70
Balanced
4.0%p.a.Denali 80
Balanced Growth
2.0%p.a.Everest 90
Aggressive Growth
11.0%p.a.Kosciuszko 50
Conservative Balanced
3.45%p.a.Kilimanjaro 70
Balanced
5.0%p.a.Denali 80
Balanced Growth
3.0%p.a.Everest 90
Aggressive Growth
12.0%p.a.Kosciuszko 50
Conservative Balanced
0.1%p.a.Kilimanjaro 70
Balanced
6.0%p.a.Denali 80
Balanced Growth
4.0%p.a.Everest 90
Aggressive Growth
13.0%p.a.
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Invest Ambitiously with High-Growth Strategies...
Vanguard All-World ex-US Shares Index ETF (VEU)
Invests in the top companies in developed and emerging markets around the world outside Australia and the USA including Nestle, Samsung, and Astra Zeneca.
Blackrock iShares S&P 500 ETF (IVV)
Invests in the top 500 listed companies in the USA including Apple, Visa, and Pepsico.
Vanguard Australian Shares Index ETF (VAS)
Invests in the top 300 listed companies on the ASX including Commonwealth Bank, BHP and Telstra.
OC Microcap Fund (OPS0004AU)
Invests in Australian and NZ companies valued at less than $500m with the potential to deliver higher returns than larger companies.
SGH - Emerging companies Fund (ETL0118AU)
Invests in Australian and NZ companies valued at less than $500m with the potential to deliver higher returns than larger companies using a complementary strategy to lower risk.
Vanguard Global Infrastructure Index ETF (VBLD)
Invests in core infrastructure in developed markets including roads, railways, pipelines, utilities and airports to deliver inflation protection, more reliable income than the broader share market and lower volatility.
SPDR Dow Jones Global Real Estate Fund (DJRE)
Invests in retail, industrial, office, hotel, residential and other real estate in developed and emerging markets around the world to provide inflation protected high income and long term growth with low volatility.
...and Balance Your Risk with Defensive Options
Global X Metal Securities Australia Ltd (GOLD)
Invests in physical gold bullion to protect your portfolio against inflation, volatility and market falls.
Blackrock iShares Core Composite Bond ETF (IAF)
Invests in Australian Dollar Government bonds to provide reliable fixed interest returns.
Vanguard Global Aggregate Bond Index
Invests in high-quality, bonds issued by governments, companies and asset backed issuers from around the world. Hedged back to Australian Dollars to provide diversification without currency risk.
Life Sherpa Invest is promoted by Money Sherpa Pty Ltd, ACN 164 927 708, AFSL 451289; and administered by OpenInvest Limited ACN 614 587 183 via the OpenInvest PortfolioService ARSN 628 156 052. Before making any investment decision, review the PDS, FSG and Target Market Determination available at Important Documents
