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30 day money back guarantee

All members receive the following features

30 Day Money Back Guarantee

If you decide this membership isn't right for you, cancel within the first 30 days and receive 100% of your money back.

ASX Recommendations

Access to actionable ASX Buy, Hold & Sell recommendations and detailed research, insights and alerts when our positions changes.

Analyst Q&A

Our expert team is available to answer your personal questions using our Q&A service. Many are also published so you can benefit from the questions of other members.

Special Reports

ASX-relevant Special Reports are published year round to provide a detailed analysis into an investing opportunity or a potential risk to your portfolio.

Regular updates & newsletters

All members receive regular updates; when we change a recommendation or add something to the model portfolios. You will also receive news updates, special reports and other communications designed to make you a better investor.

Podcasts, events & webinars

Regular podcasts will keep you up-to-date with investing research, commentary and macro-issues on the go.

Not sure which is right for you? We can help, call 1300 880 160

Intelligent Investor are value investors. Put simply, they look for shares when they're cheap and sell them when they're expensive. They think of investing the same way you buy groceries. You get more value when you buy on sale.

Their team of analysts scour the market daily for the best value stocks across the ASX 300 and provide them to members as actionable advice, telling you when to buy, hold and sell - and a whole lot more. They currently have 20 buy recommendations.

A $100,000 investment in the All Ords. on 1 June 2001 would have produced $432,000 by 30 June 2016 (including dividends). Members following all our recommendations over the same period would have made $712,000 - a difference of $280,000.

The Intelligent Investor Income Portfolio returned an average of 13.3% annually 10 July 2001 to 30 June 2016, and the Growth Portfolio has returned an average of 10.2% annually 7 August 2001 to 30 June 2016.

Annualised Portfolio Performance

Eureka Report is one of Australia's leading investment publications, equipping hands on investors with the knowledge, research and analysis needed to make better investment decisions.

Eureka Report provides broader wealth commentary, including super and tax as well as economic insights and portfolio optimisation advice. Our team is made up of expert analysts and specialist commentators for financial planning, tax and superannuation strategies.

With market commentary and in-depth knowledge of how to manage and improve your portfolio, Eureka Report is the answer to serious wealth management for today's investors.

Eureka Report ipad

Expert research, insight and recommendations
to help you grow your wealth

Detailed research

Detailed company research and analysis, including specialist coverage of small to mid-caps, income and listed investment companies.

Wealth management strategies

Expert investment and wealth management advice, including portfolio construction, superannuation and tax strategies and coverage of macroeconomic news and events.

Interactive events

Live, interactive events give you direct access to their team of analysts as they discuss hot investment topics and speak with top CEOs and fund managers.

Home to Australia's favourite portfolio manager, InvestSMART has spent most of the last 17 years looking for
ways to help self-directed investors reach their financial goals as quickly as possible.

InvestSMART is focused on providing tools that revolutionise how investors manage their investments,
making it more affordable and efficient, ultimately helping people create long-term wealth.

Imagine you had a team of independent market-beating analysts constantly researching your current portfolio, while providing you with relevant stock recommendations for new opportunities.

Imagine you had a team of advisors helping you ensure your portfolio is constructed to meet your investment goals, and providing you with the tools to track and manage your portfolio.

Imagine you could ask these experts questions and see what stocks they hold in the portfolios they manage, with notifications when any changes might occur to their holdings.

InvestSMART Plus is an indispensable tool for every Australian investor.

InvestSMART Portfolios

Ten diversified portfolios

Members have full transparency across all of them

With your group membership, you'll gain exclusive access to ten diversified model portfolios, designed to meet a range of investment styles and objectives.

You'll have the very best ideas from our teams - made up of professional advisors, analysts and researchers - at your fingertips. Steered by investing legend, Paul Clitheroe, our team works hard to make sure all our portfolios meet their specific objectives, and help you grow your wealth.

  • As a member you will have access to:
  • Portfolio holdings and weightings
  • Notifications when any changes occur, with research to back the decision
  • Monthly performance updates and quarterly reports
Intelligent Investor - Equity Income

Equity Income Model

14.08%

Returns p.a. since inception after fees before expenses from 1 Jul 2015

Intelligent Investor - Growth

Growth Model

14%

Returns p.a. since inception after fees before expenses from 1 Jul 2015

InvestSMART - International Equities

International Equities Model

8.30%

Returns p.a. since inception after fees before expenses from 24 Oct 2014

InvestSMART - High Growth

High Growth Model

5.80%

Returns p.a. since inception after fees before expenses from 27 Oct 2014

  • Alastair Davidson
    Chief Investment officer Alastair Davidson
  • Ron Hodge
    Chief Operating officer Ron Hodge
  • Paul Clitheroe
    Executive Chairman Paul Clitheroe
  • James Carlisle
    Head of Research James Carlisle
  • Jonathan Ramsay
    Portfolio Research Jonathan Ramsay

Data has been compiled in house by Eureka Report analysts based on the transactions announced on the model portfolio pages. Models represent hypothetical portfolios and actual returns may differ. Past performance is not necessarily indicative of future performance. Does not take into account entry and exit fees.

*Returns calculated from inception (10 Jul 2001 for the Equity Income Portfolio and 7 Aug 2001 for the Growth Portfolio) to 30 June 2016. Transaction costs and taxes have not been considered. The Growth Portfolio assumes distributions were reinvested for the entire period, while the Equity Income Portfolio's dividends were reinvested starting 1 Jul 2013.