iQ Portfolios
Overview.
The iQ Portfolios are a range of professionally managed, diversified Separately Managed Accounts (SMAs). Investors hold the underlying securities directly while the portfolios are managed on their behalf by the Ventura Investment Team, supported by independent oversight. The portfolios are designed to deliver a multi-manager, style-neutral approach to long-term wealth creation, with a clear governance framework at every layer of decision-making.
The SMA structure, in practice.
Because each portfolio is delivered as an SMA, investors see exactly what they own at a security level rather than holding units in a pooled fund. That direct ownership flows through to consolidated, account-level reporting and more deliberate tax outcomes — while professional management handles construction, manager selection and ongoing rebalancing on the investor's behalf.
Accumulation and Income.
Accumulation For investors building long-term wealth.
Designed for investors focused on long-term capital growth. Built around a diversified, multi-manager allocation across Australian and global equities, alternatives and defensive assets, with risk profiles spanning conservative to high growth.
Income For investors drawing a reliable income stream.
Designed for investors prioritising regular income while maintaining diversification. Constructed to deliver a sustainable income stream alongside considered exposure to growth assets, with risk profiles tailored to income-focused investor objectives.
Skilled managers, deliberately blended.
The Ventura Investment team employs a multi-manager strategy, selecting skilled managers to enhance active returns and outperform benchmarks in various market conditions. The team remains style-neutral over time, employing passive strategies when active managers fail to generate excess returns.
Multi-manager by design
Rather than rely on a single house view, we combine specialist managers across asset classes — each chosen for a specific role.
Selected for skill
Managers are chosen on the strength of their competitive advantage — the structural reasons they outperform, not just the recent numbers.
Blended for balance
Combinations are constructed to optimise returns while minimising volatility — so portfolios behave well across market cycles.
Style-neutral over time
We don't lean permanently on growth or value, active or passive. Each tilt is deliberate, evidence-based and reviewable.
Passive where active doesn't pay
Where active managers fail to generate excess returns net of fees, we use passive strategies. Cost discipline is part of the philosophy.
Active Asset Allocation
Strategic asset allocation sets the foundation, but risk and opportunity shift through the market cycle. Our disciplined active overlay — guided by valuations, the macro environment, and forward-looking risk signals — tilts portfolios toward asset classes best placed to perform and away from those with a weaker risk-reward outlook. The goal isn't to predict markets, but to position portfolios deliberately as conditions change.
Where to find the iQ Portfolios.
The iQ Portfolios are available across the major Australian investment platforms.
| Portfolio | IconiQ | Macquarie Wrap | Hub24 | Expand | BT Panorama |
|---|---|---|---|---|---|
| Accumulation Portfolios | * | ** | ** | ** | |
| Income Portfolios | * | ** | ** | ** |
Notes
* On Macquarie Wrap, the portfolios are branded as iQ Growth Portfolios and iQ Defensive Portfolios (rather than Accumulation and Income).
** On Hub24, Expand and BT Panorama, advisers not licensed under Alliance Wealth, Professional Investment Services or Matrix Planning Solutions require Ventura to make the iQ Portfolios visible on the platform.