Model Portfolios

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Your portfolio will be professionally managed

Once you open an account and select the Model Portfolio, you will have your own personal portfolio that will be professionally managed by us. The portfolio will be fully implemented including any buys and sells of any underlying shares held in your portfolio.

Stay informed and up-to-date via your Investor Portal and our app

You will be able to view your portfolio via your Investor Portal and our Shaw SMArtInvest app. We will also keep you informed on the key issues we are assessing in managing your portfolio, including explaining changes we make to your portfolio.

Reports

You can generate several reports on your portfolio, at any time via your Investor Portal, covering portfolio performance, transactions, fees, and taxation. You will also receive an Annual Tax Statement to assist you (and your accountant) in preparing your annual tax return.