InvestSMART
Investing with Us

What are the fees?

We know even the smallest difference in fees can result in substantial differences to your return. Through ongoing technology advances, our goal is to continue to reduce the cost of investing.

On launching our Professionally Managed Account (PMA) service, we have reduced our investment fees and updated our investment fee structure*.

To better diversify your portfolio or get you on the path to building your first investment portfolio, we offer the choice of the following investment strategies - Active Asset Allocation & Active Stock Selection range.

 

Investment Fees - Active Asset Allocation range

Professionally managed by our Portfolio Manager, our Active Asset Allocation Portfolio objective is to provide investors returns in line with the benchmark minus our fees by investing in blend of our preferred Exchange Traded Funds (ETFs).

Investment Amount Fees*
$0 - $100000 0.55% p.a.
From $100,000 $550 p.a. capped

Brokerage: The greater of $4.40 per trade or 0.088% of the value of the trade

Indirect Cost: Between 0.18 - 0.31% p.a. depending on model portfolio selected (this is a cost associated with ETF providers and not marked up by InvestSMART).

Our capped fee structure is across our InvestSMART Portfolios (no matter if you invest in one or several models and applies to the following Models: