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Investing with Us

Can I invest in more than one model?

Yes, investors can hold multiple portfolios within the one account. However, they can only hold one diversified portfolio per account and this can be accompanied by multiple single asset class portfolios. Our diversified portfolios are:

  • InvestSMART Conservative
  • InvestSMART Balanced
  • InvestSMART Ethical Growth
  • InvestSMART Growth
  • InvestSMART High Growth

If you wish to invest in multiple diversified portfolios then you will need to open multiple accounts. 

Our single asset class portfolios are:

  • InvestSMART International Equities
  • InvestSMART Australian Equities
  • InvestSMART Property & Infrastructure
  • InvestSMART Hybrid Income
  • InvestSMART Cash Securities
  • InvestSMART Interest Income

We also have four actively managed funds:

  • Intelligent Investor Growth Fund
  • Intelligent Investor Income Fund
  • Intelligent Investor Ethical Fund
  • Intelligent Investor Select Value Share Fund