Smart Investing made Simple
Invest confidently with the award winning team at Life Sherpa. Hassle free investing for everyone
Just for You
Smart Investment Portfolios
- Done for you
- Done right
- Done the way you want
It's easy as 1,2,3
How do I get started?
- 1Open your account (invest from $5,000)
- 2Choose a portfolio
- 3Relax – leave the hard work to us
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 GrowthDenali 80
Aims to deliver high levels of capital growth over rolling 7-year periods
Balanced GrowthKilimanjaro 70
Aims to provide investors mainly with capital growth and a modest level of income over rolling 6-year periods
BalancedKosciuszko 50
Aims to outpace inflation, relatively low volatility, and a steady income stream over rolling 5-year periods
Conservative Balanced
Life Sherpa | Invest
is available forIndividuals
investing in your own name
Joint accounts
investing with someone else
Trusts
investing for a family, discretionary or testamentary trust
Companies
investing for a registered company or business
SMSF
investing as a self managed super fund. An account for your DIY super
Investing for kids
A next generation account when you’re investing for your children, grandchildren, nieces or nephews
We invest in Growth
Australian Shares
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.
Global Real Estate
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.
Global Shares
iShares S&P 500 ETF (IVV)
Invests in the top 500 listed companies in the USA including Apple, Visa, and Pepsico.
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.
Global Infrastructure
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.
… and in Defensive
Australian Bonds
iShares Core Composite Bond ETF (IAF)
Invests in Australian Dollar Government bonds to provide reliable fixed interest returns.
Global Bonds
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.
Gold
Global X Metal Securities Australia Ltd (GOLD)
Invests in physical gold bullion to protect your portfolio against inflation, volatility and market falls.
