InvestSMART

InvestSMART Q&A

Are you a current investor with a question? Are you looking at our portfolios and have a question about how they work or what’s in them? Submit your question here for our team.

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Tom Wilson Answered by Tom Wilson 3yr ago

Ethical funds

Hi. We have about $50K to $100K to invest and would like to do so in an ethical fund. Do... Read full Q&A
Tom Wilson Answered by Tom Wilson 3yr ago

How are the capped fees applied?

Does the fee cap apply to each individual fund, or to the total of investment in all funds. Thanks -... Read full Q&A
Tom Wilson Answered by Tom Wilson 3yr ago

Minimum Invested amounts

I have $30,000 to invest. What is the minimum amount that you have to keep invested and can you take... Read full Q&A
Tom Wilson Answered by Tom Wilson 3yr ago

Changing portfolios

I have 25K in your conservative fund; my circumstances have changed I am interested in a more growth oriented fund.... Read full Q&A
Tom Wilson Answered by Tom Wilson 3yr ago

What portfolio to invest in?

We are retired with no super. We own our own house and have about $800,000 to invest. My husband has... Read full Q&A
Tom Wilson Answered by Tom Wilson 3yr ago

Do the performance figures include fees?

Hi, Just a short question about fees. I am trying to figure out my actual return for each of your... Read full Q&A
Tom Wilson Answered by Tom Wilson 3yr ago

When is the cash component invested?

When do you invest the 'cash' component of my balance? - Submitted by Jason Read full Q&A
Tom Wilson Answered by Tom Wilson 3yr ago

The withdrawal process and timing

Hi ...when making a withdrawal request ..I understand it can take 5-10 days for funds to land in the linked... Read full Q&A
Tom Wilson Answered by Tom Wilson 3yr ago

Is InvestSMART membership free?

Is it correct that the management fee only applies when I start investing? In other word, this is a free... Read full Q&A
Mitch Datson Answered by Mitch Datson 3yr ago

Can I withdraw funds at any time?

Can I withdraw funds - Submitted by Janelle Read full Q&A
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