 
Comprehensive Reporting
Comprehensive reporting ensures that you are kept informed at all times.
You can view you InvestSMART Market Leaders Portfolio holdings and transactions online, through the links above. You can view all investments, transactions and fees securely online, allowing you to see exactly what you own and track changes in your Portfolio. This compares favourably to conventional managed funds, where you do not have full visibility of the underlying investments.
Each quarter, you will be sent a comprehensive performance report on the status of your investments, allowing you to track the performance and activity of your Portfolio.
After the end of each financial year, you will be sent a detailed report containing all the information you need for your tax return, thereby reducing the administrative burden of maintaining records of all investments and transactions yourself.
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