Akambo Direct is designed for investors who want professional portfolio management, transparency, and control – without complexity. It’s a practical option if you’re getting started, investing a smaller amount, or you simply don’t need an ongoing advice relationship right now.
It gives you direct access to a menu of diversified Model Portfolios, designed and managed by an experienced investment team with more than 270 years of combined expertise and close to two decades of delivering managed account solutions. Each portfolio is built with a clear objective, risk profile and recommended investment timeframe, so you can choose an option that aligns with your goals.
Once invested, Akambo manages the portfolio on your behalf. Our team actively monitors markets, applies bottom-up fundamental research alongside broader economic insights, and takes care of ongoing portfolio management, rebalancing and administration. You retain beneficial ownership of your investments at all times.
Investing with Akambo Direct is straightforward. You start by exploring our menu of Model Portfolios, each diversified across different asset classes and designed with clear investment objectives, recommended time horizons, and risk profiles. Once you’ve selected the portfolio that best suits your needs, you open an account through a simple online application process.
From there, Akambo takes over. With over 270 years of combined investment experience and nearly two decades of delivering managed account solutions, our team actively manages your portfolio based on bottom-up fundamental analysis and prevailing macroeconomic themes. You retain beneficial ownership of your investments while we handle the day-to-day management, rebalancing, and administration.
You can monitor your holdings anytime through the Investor Portal or mobile app, access regular updates from the investment team explaining the rationale behind their decisions, and add or withdraw funds whenever you like. At the end of each financial year, you’ll receive a comprehensive tax statement to make lodging your return straightforward.
Choose from three professionally managed portfolio options: balanced, growth and aggressive. Each one diversifies across cash, fixed income, Australian shares and international shares, with a different mix of growth and defensive assets to match how much market movement you’re comfortable with.
The chart below shows each portfolio’s long-term strategic asset allocation (SAA), plus any tactical tilts (TAA) we make within set ranges as conditions change.
Akambo Direct is designed for investors who want professional portfolio management without the complexity of a traditional advice relationship. It suits people building wealth over time, looking for a smarter alternative to DIY investing, or simply wanting the confidence that comes from having an experienced team manage their portfolio.
It’s also a practical option when your investment needs are straightforward, or your balance doesn’t yet justify an ongoing adviser relationship. With relatively low minimum investments, an intuitive online experience, and the backing of an investment team with over 270 years of combined experience managing more than $5.2 billion for retail, wholesale and institutional clients, Akambo Direct makes institutional-grade investing accessible to more Australians.
At the heart of Akambo Direct is a commitment to capital preservation and active management. With nearly two decades of delivering managed account solutions, Akambo’s portfolios favour direct investments for transparency and are built on high-conviction ideas drawn from bottom-up fundamental analysis and top-down macroeconomic views.
We take a style-agnostic approach – blending growth and value investments – with a focus on sector-leading, large-capitalisation companies that resonate with investors. This disciplined philosophy, refined since Akambo’s founding in 2007, has delivered consistent risk-adjusted returns across domestic and international asset classes.
Select from a three Model Portfolios, each with clear objectives and transparent fees
Get started in minutes – no paperwork, no adviser required
Managed by a team with over 270 years of combined investment experience
With 24/7 access, receive regular updates and Akambo explaining investments and market insights
A 0.80% p.a. management fee with no establishment, contribution, or withdrawal fees
Generate performance, transaction, and tax reports when you need them
Behind your portfolio is a dedicated investment management team with nearly two decades of experience and more than 270 years’ combined expertise. They run a disciplined research process across Australian and global markets, then build and monitor portfolios with clear oversight. You’ll hear from them through regular updates and insights that keep you informed, without the jargon.
