HUB24 Investment Menu
More power to service your clients with a broad range of investment options on our award-winning platform
Meeting your clients’ needs with the #1 ranked range of investment options
We know how important it is to offer your clients choice and flexibility in how they invest, which is why we continuously grow our investment menu. It’s no wonder we’ve been rated #1 for the range of investments offered on our platform.1
We provide access to an expansive range of alternative investments, including private debt, private equity, unlisted property, unlisted infrastructure and hedge funds, to support the diverse needs of both retail and wholesale clients.
Flexibility for your clients with Discover, Core and Choice menus
Over 180 managed portfolios from leading managers2
Over 1000 retail and wholesale managed funds from Australian and International markets3
Australian listed securities & international securities from over 20 global exchanges
Invest directly in a selection of foreign currencies
90-day, 180-day and 365-day term deposits from a range of providers
Innovative retirement solutions from leading providers
Access to a range of unlisted domestic fixed income securities
Delivering choice for you and your clients
We understand that every client is different, so we’ve created the Discover, Core and Choice investment menus to choose from.
Discover menu
Our Discover menu provides cost-effective access to a streamlined selection of managed portfolios by leading portfolio managers. This menu may suit early-stage wealth accumulators, later stage retirees, and anyone with less complex investment needs.
A selection of managed portfolios from 8 managers with the benefit of no administration or account keeping fees, backed by our innovative managed portfolio functionality.
HUB24’s cash account is a transaction account that supports the broad range of services provided to your clients, including investment trading, portfolio rebalancing, the payment of fees, insurance premiums and pension payments. Interest is calculated daily and paid monthly on any positive balance in your clients’ cash accounts.
Core menu
Our Core menu provides your clients access to a select range of investment options, with the benefit of lower minimum administration fees and no account keeping fee. This may be a great option for clients who have a lower account balance;or straight forward investment needs.
In our Core Menu, we offer a selected range of multi-sector portfolios, backed by award-winning managed portfolio functionality.4
90-day, 180-day and 365-day term deposits from a range of providers.
HUB24’s cash account is a transaction account that supports the broad range of services provided to clients of the platform, for example investment trading, portfolio rebalancing, the payment of fees, insurance premiums and pension payments. Interest is calculated daily and paid monthly on any positive balance in your clients’ cash accounts.
Choice menu
Our Choice menu offers your clients a full suite of investment options, allowing greater choice and flexibility. This menu may suit clients with a larger account balance who would like to benefit from our full range of investment options.
Choose from a list of over 1,000 managed funds from more than 50 Australian and Internation fund managers.2
Access a wide range of multi-sector and single-sector portfolios, backed by award-winning managed portfolio functionality.4
Your clients can invest directly in Australian listed securities including listed shares, exchange-traded funds, other exchange-traded products, listed investment companies, interest rate securities and hybrids (such as preference shares and convertible notes).
Your clients can invest directly in a wide range of international listed securities from more than 15 international exchanges across the US, Asia and Europe, including an extensive range of US-listed ETFs.
90-day, 180-day and 365-day term deposits from a range of providers.
HUB24’s cash account is a transaction account that supports the broad range of services provided to clients of the platform, for example investment trading, portfolio rebalancing, the payment of fees, insurance premiums and pension payments. Interest is calculated daily and paid monthly on any positive balance in your clients’ cash accounts.
Our full list of investment options
Investor Directed Portfolio Service (IDPS)
Superannuation
Investing for the future, with clients of the future
As the demand for responsible investing grows, many financial advisers are seeking ways to incorporate it into their practice and meet their clients’ needs more holistically.
We’ve brought together industry experts in environmental, sustainable and governance investing to discuss how it’s spanning generations and influencing how advisers engage with their clients.
Responsible investing; Environmental, Social and Governance
Did you know 90% of Australians believe it’s important that their financial adviser provides responsible or ethical options?5 We have one of the largest selections of responsible investments on offer in the platform market, including managed funds, Australian and US listed exchange traded funds (ETFs) and managed portfolios, providing significant choice and accessibility for you and your clients. And when combined with our stock substitution capabilities, you can build and manage your clients’ portfolios in a way that meets their individual needs and preferences.
Let’s talk about how our market-leading platform can help you.^
Submit your details and one of our team will be in touch.
^ HUB24 was rated Best Platform Overall, Best Managed Account Functionality, Best in Online Business Management, Best in Reporting and Best Mobile Platform in the 2023 Investment Trends Platform Competitive Analysis and Benchmarking Report.
Frequently asked questions
HUB24 enables advisers to construct well-diversified portfolios with a broad spectrum of investment options. From the flexibility of our Discover, Core, and Choice menus to over 1,000 managed funds covering both Australian and international markets, there’s something to suit every client. Advisers can also access Australian-listed securities, international securities across 20+ exchanges, and foreign currency investments. For fixed income opportunities, we provide a range of unlisted domestic securities, while our retirement solutions from leading providers help advisers meet the long-term goals of their clients.
HUB24 empowers financial advisers with sustainable investment solutions through collaborations with Morningstar and the Responsible Investment Association Australasia (RIAA). Our platform offers Morningstar Sustainalytics ESG Ratings, scoring selected funds and Australian-listed securities on ESG risk factors, and highlights RIAA-certified managed funds that meet the Responsible Investment Standard. With a wide range of ESG-focused investment options and actionable insights, you can confidently build ethical portfolios tailored to your clients’ values and goals.
Discover more about integrating ESG strategies into your advice practice with our “Investing for the future, with clients of the future” whitepaper.
1 Advisers ranked us #1 for range of investment offerings, Investment Trends. 2024 Adviser Technology Needs Report, Industry Analysis.
2 Over 180 Managed portfolios available on our IDPS Choice Menu (over 160 on our Superannuation Choice Menu)
3 Over 1000 managed funds available on our IDPS Choice Menu (over 800 on our Superannuation Choice Menu)
4 2020 Responsible Investment Association Australasia’s (RIAA) report titled ‘From Values to Riches-2020’