Case Studies
our results speak for themselves
Case studies of shareminder helping Australians from all walks of life implement responsible, compelling & hassle-free investing.
self-directed investor (retired)
How we helped a self-directed retiree invest with peace of mind
A retired self-directed investor is targeting defensive returns. How can she use shareminder to invest with peace of mind?
5%
Increase in alpha over index fund
20%
Reduction in time spent worrying about markets
financial advisor
How a financial advisor used shareminder to help her client capture a great growth idea
A financial advisor wants to implement a barbell investment strategy for their client, which requires increased exposure to a high growth sector. How can she do it responsibly?
15%
Increase in alpha over diversified offering from same fund manager
10%
less time spent reviewing portfolio
self-directed investor (working age)
How a self-directed investor's industry insight led to a huge investment portfolio winner
A self-directed investor has unique insight into the construction industry and believes a related software stock will be successful. But he is concerned about valuation. What gives?
100%
position outperformance over benchmark over 3 years
30
portfolio positions, down from 40 previously.
super fund
How a super fund deployed $100m into their fund manager's conviction idea
A super fund is alerted to unique insights behind a conviction position from one of their top external managers. What should they do?
40%
absolute total shareholder return over 3 years, net of fees
-8%
return relative to index