3 months | 6 months | 1 year | SI p.a. | |
Total Return | 1.20% | 7.00% | 18.24% | 18.24% |
Average of 806 peer funds^ | 0.28% | 4.63% | 17.62% | 12.09% |
Excess to Peers | 0.92% | 2.37% | 0.62% | 8.01% |
CSL Ltd | 3.14% |
Commonwealth Bank of Australia | 2.92% |
Apple Inc | 1.90% |
Microsoft Corp | 1.55% |
National Australia Bank Ltd | 1.50% |
Westpac Banking Corp | 1.41% |
Wesfarmers Ltd | 1.39% |
Australia and New Zealand Banking Group Ltd | 1.29% |
Amazon.com Inc | 1.22% |
Fortescue Metals Group Ltd | 1.08% |
Offer opens | Monday 15 November 2021 |
Offer closes | Friday 26 November 2021 |
Minimum Investment amount | $10,000 (or $4,000 with Fundlater) |
Management Fees | $44 - $880 p.a. capped |
Brokerage cost | Greater of $4.40 and 0.044% per trade per security |
The primary role of our Committee is to oversee the general management and ongoing monitoring of our investment solutions and investment strategies.
Yes. Investors have legal ownership of the shares and they are held on a HIN (Holder Identification Number) registered with CHESS in the investors name.
Should you wish to withdraw your investment with InvestSMART you can transfer your shares out to a brokerage account of your choice.
Find out more in the Help Centre.
You can view and manage your InvestSMART PMA online.
If you are already invested, visit the Dashboard section of the website to view:
Yes, your InvestSMART PMA will receive dividends from the holdings. InvestSMART does not participate in dividend reinvestment plans. As the dividends from your holdings are paid they will go into the cash component of your account. You will see these via the Dividends & Interest tab and Deposits & Withdrawals tab within the My Account or quick links section.
Clients can elect to have the dividends paid out in a monthly income sweep. At the end of each month all dividends and interest received by your account will be tallied and paid out to the bank account you nominated in your application form.
If you do not have an income sweep in place the dividends will remain as cash and invested when your portfolios cash percentage exceeds the investment models.
Yes, you can hold multiple portfolios within a single account but you can only hold one diversified portfolio per Professionally Managed Account (PMA) with single asset class portfolios alongside it. For example, you could hold the InvestSMART Growth Portfolio with both the InvestSMART International Equities Portfolio and InvestSMART Hybrid Income Portfolio alongside it but you could not hold both the InvestSMART Growth Portfolio and InvestSMART Balanced Portfolio in the single Professionally Managed Account (PMA).
If you wish to invest in multiple diversified portfolios then you will be required to open multiple Professionally Managed Accounts (PMAs).
Diversified Portfolios
Single Asset Class Portfolios
Intelligent Investor Funds
Yes, we will provide you with a unique code that you can gift to another person. The code is active for 3 months.
No. You will need to use the coupon code and enroll into Bootcamp. The code is active for 3 months.
No, you do not need to open a new account to invest in this portfolio. You can add new funds the Ethical Growth Portfolio by clicking on Add Funds in the My Account section or you can switch into the Ethical Growth Portfolio from a different InvestSMART portfolio by clicking on Modify Allocations.
The only time you need to open a new account is when you are investing via a different entity e.g. you currently have an account in your individual name but you wish to invest via your SMSF.