The Marcus Today strategy, managed for you
An actively managed ETF portfolio run by the Marcus Today team.
Held in your own managed account on the OpenWealth platform.
What is MT20?
Market timing • We adjust exposure as conditions change, moving between cash and the market to protect capital and capture opportunity.
ETF focus • We invest through ASX-listed ETFs to access global markets, sectors, and investment themes.
Flexibility • With the ability to move to 100% cash when conditions turn, MT20 can avoid major downturns and help preserve capital.
Why investors choose the MT20 portfolio
Market timing approach
We can, have, and will move to 100% cash to manage risk and avoid precipitous moments in markets and sectors
Global reach
Access growth opportunities in both Australian and international markets through ASX-listed ETFs
Complete transparency
Suitable for any entity. You own, we manage. You can see every holding, every trade. Available on your portal 24/7
Flexible access to funds
You can add or withdraw funds at any time. We’ve made it simple and easy to transfer in and out.
You can set up your account now and invest later. No commitment required.
Is MT20 right for you?
The MT20 Portfolio is suited to:
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People who want their money managed by a trusted team with experience and discipline.
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Those seeking long-term growth through a disciplined, proven investment approach.
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Anyone wanting exposure to both Australian and global markets through ASX-listed ETFs.
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Those who value transparency, with full visibility over every holding and trade.
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People who want flexibility to add or withdraw funds when it suits them.
How MT20 Works
1
Step one
Create Your Account
Register with OpenWealth, our managed portfolio platform. You can explore the Investor Portal before investing.
2
Step two
Invest Funds
Select MT20 and open your investing account. Once your details are confirmed, you can deposit funds via BPAY or bank transfer whenever you’re ready to invest.
3
Step three
Let Us Manage the Rest
We’ll manage the portfolio using our proven strategy and keep you updated regularly through the Investor Portal.
Simple,
transparent costs
| Management Fee | 1.00% p.a. |
| Recommended Minimum Investment | $50,000 |
| Suggested Timeframe | 5 years or longer |
| Holdings | Typically 5-10 ETFsFor diversification and focus |
Still have questions?
About the MT20 Portfolio
The Marcus Today MT20 Portfolio is a professionally managed portfolio that uses Australian-listed Exchange Traded Funds (ETFs) to capitalise on global and local market trends and sector themes. It aims to deliver long-term growth while managing risk through active market timing and strategic positioning.
The MT20 Portfolio is managed by the experienced investment team at Marcus Today, led by Marcus Padley. The team actively monitors market conditions and adjusts the portfolio to align with its mandate.
The MT20 Portfolio aims to invest in 5–15 ETFs, providing exposure to specific global and local markets, sectors, or themes. During periods of market uncertainty, it has the flexibility to move up to 100% cash to help manage risk.
Performance & risk management
While past performance is not indicative of future results, the MSP is designed to outperform during market uptrends and minimise losses during downturns through active market timing.
The MT20 Portfolio is based on our newsletter (hypothetical) Strategy Portfolio, which we have been running since 31 October 2018. You can view the newsletter Strategy Portfolio‘s full trade history, performance since inception, and related articles on the Marcus Today website.
As with any investment, the MT20 carries risks, including market risk, currency risk, and liquidity risk. Our team actively manages these risks, but investors should be aware of the potential for losses.
MT20 can and has moved up to 100% cash during periods of market uncertainty, providing a defensive strategy to minimise losses. Additionally, the use of ETFs reduces individual stock risk.
Investing in the MT20 Portfolio
You can invest in the MT20 through our platform partner, OpenWealth. You can create an account with no obligation to invest – this allows you to explore the Investor Portal and view the documentation. When you’re ready, simply select the ‘Strategy Portfolio’ and make your initial investment.
The suggested minimum investment is $50,000, though you can start with an amount that suits you and top up at any time
Yes, investments over $500,000 qualify for a fee discount, with greater discounts available at higher investment levels. For full details, please refer to page 12 of the Product Disclosure Statement, available both in the OpenWealth Investor Portal and on their website.
No, Marcus Today does not offer promotional codes. This field appears during the application process because other providers on the OpenWealth platform use them. Simply leave it blank and continue your application.
The MT20 Portfolio has management and platform fees, with no outperformance fee. To see an estimate of the costs based on your investment amount, you can use the Fee Calculator in the OpenWealth Investor Portal before making your initial investment.
If you need assistance interpreting this information, we recommend seeking advice from a licensed financial professional.
We recommend a minimum investment timeframe of five years to allow the MT20 to achieve its growth objectives.
Managing your investment
Yes, you can add or withdraw funds at any time through the OpenWealth Investor Portal. Withdrawals typically begin with the selling down of investments, with funds generally returned within 5–10 business days, depending on market conditions and the nature of holdings.
The Marcus Today investment team reviews the MT20 Portfolio daily, and makes adjustments as necessary to align with market conditions and the portfolio’s objectives.
You can monitor the performance of your investment through the OpenWealth Investor Portal, which provides daily updates on your portfolio.
Yes, all essential reports and key documents related to your investment, including transaction statements and tax reports, are available through the OpenWealth Investor Portal.
Support & compliance
We do not and cannot provide advice tailored to your personal financial situation. If you need to determine whether this product is suitable for you, we recommend consulting a licensed financial adviser. We can only provide general advice, which explains the product in broad terms but does not consider your individual circumstances.
For technical support or platform-related queries, please contact OpenWealth’s customer service team. Their details can be found on the OpenWealth website. A live chat function is available during Melbourne business hours, both in the OpenWealth Investor Portal and on their website.
No, Marcus Today does not provide what is known in the industry as personal financial advice. This refers to advice tailored to your individual financial circumstances. If you discuss your personal financial situation with us, we are required to direct you to a licensed financial adviser who can provide personalised advice.
We have deliberately chosen not to offer personal financial advice under our licence. If you are seeking this service, our friends and colleagues at Clime Investment Management can assist. They are licensed to provide personal financial advice and have a team of advisers across most states. To view their advisers, please visit the Financial Planning section on the Marcus Today website.
Additional information
The MT20 is designed to actively manage risk during significant market downturns. It may reduce exposure to markets by moving to cash or cash-equivalent investments where appropriate. While this approach aims to minimise losses and protect capital, it does not guarantee against losses in all market conditions.
The MT20 invests in Australian-listed ETFs that provide exposure to domestic and international markets, specific sectors, and macroeconomic themes.
MT20 is suited to investors with a medium risk appetite, aiming for long-term growth with lower volatility.
Yes, the MT20 is available to all investors through the OpenWealth platform. A Marcus Today newsletter subscription is not required.
Let Marcus Today do the work for you
Have a question? Email it directly to invest@marcustoday.com.au, and we’ll be happy to assist.
*Past performance is not a reliable indicator of future performance. Returns are not guaranteed.
Disclaimer: The information above is general in nature and does not take into account your personal financial situation. Past performance is not a reliable indicator of future performance. Returns are not guaranteed. You should consider whether this investment is appropriate for you and read the relevant disclosure documents before investing.