Help Centre

Frequently asked questions and other supporting information

Investing with Us
Can I switch between investment models & can I hold more than one?

Yes, you can easily switch between investment models and yes you can hold more than one investment model in the same account.

To switch between investment models you will need to complete a model allocation form. You will find the model allocation form within the InvestSMART Funds section of the Portfolio Manager. Complete this form and email it to There are no administration fees for changing between models. The only costs associated would be the brokerage charges for selling and buying the new holdings. 

You can hold as many investment models in the same account as you like. If the model is part of our capped fee range the management fee will apply to your account as a whole. For example if you hold the InvestSMART Balanced Portfolio and the InvestSMART International Portfolio you will only pay a maximum of $451pa on your portfolio and not $451 per model.


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