InvestSMART

Our Story
InvestSMART
Eureka Report
Intelligent Investor
MyPortfolio
Events

Log in

Join Now

Who we are
How it works
Invest with us
Diversified portfolios

{{ m.shortName }} Portfolio

Single asset class portfolios

{{ m.shortName }} Portfolio
See all portfolios

Portfolios Performance
Capped fees
Insights
Tools
Compare & Save

Compare Your Fund

Term Deposits

Portfolios performance

Life Insurance
Calculators

Saving to build wealth

Saving for a property

Saving for happy retirement

Saving for education

Insights

Article not found

We cannot find the article you were looking for.

...

Related Insights

{{ i.title }} By {{ i.author }}{{ i.datePublished | date:'d MMM yyyy' }}

Proudly

We're here to help

Monday to Friday, 9am - 5pm AEST Call us on 1300 880 160 Follow us on Twitter Connect with us on Facebook

InvestSMART

Who we are
How it works
Kids education planning
Wealth Planning
Buying property planning
Retirement Planning
Term Deposits
Life Insurance
Invest with us
Capped fees
Insights
Top Performing Funds
Compare Your Fund
Article Archive

Eureka Report

Weekend Brief
Markets
Investment Strategy
CEO Interviews
Property Investments
Fixed Interest
Commodities
Weekly Review
Ask Alan
SuperAdvice
Podcasts & Videos
Managed Funds
Australian Property
Article Archive

Intelligent Investor

Research
Recommendations
Ideas Lab
Income Portfolio
Growth Portfolio
Investment Updates
StockScreens
Q&A
ASX Shares
ASX ETFs
Listed Investment Companies
Hybrid Securities
Article Archive

My Account

Change Password
My Email Preferences
My Trailcap
My Invoices
Login (Share Trading Only)

Help Centre

Contact us
Terms & conditions
Privacy policy

Indices

ASX 100
ASX 200
All Ordinaries

Shareholder Centre

InvestSMART Group Ltd
Governance Documents
Announcements

Listed Investments

Australian Equity Income Fund
(ASX:INIF)
Ethical Share Fund
(ASX:INES)

Media Centre

Media Releases
In the Media

IMPORTANT: This information is general financial product advice only and you should consider the relevant product disclosure statement (PDS) or seek professional advice before making any investment decision. Product disclosure statements for financial products offered through InvestSMART can be downloaded from this website or obtained by contacting 1300 880 160. You should consider the product disclosure statement before making a decision about a product. All indications of performance returns are historical and cannot be relied upon as an indicator for future performance.

* InvestSMART's capped Investment Fee (capped at $451p.a.) does not include fees charged within any ETF held in this portfolio, estimated to be approximately 0.18% (indirect cost ratio). Brokerage costs are not included in this calculation. For more information about fees and costs, please see the Product Disclosure Statement and Investment Menu.

# InvestSMART Portfolio performance figures are after investment and admin fees excl. brokerage and assuming dividends re-invested and no withdrawals. The peer comparison figures have been sourced from Morningstar data and is therefore limited to the funds and investment products included in their database. This may not include all funds available for retail investment in Australia. The peer calculation is inclusive of admin and investment fees; excludes brokerage and no withdrawals have been made. InvestSMART cannot determine whether or not franking has been included, nor if dividends have been reinvested. Historical performance is not a reliable indicator of future performance.

^ Only funds and investment products included in the Morningstar Australia database are available for fee and performance comparison. This may not include all funds available for retail investment in Australia. Only funds with > three year returns were included in any fee comparison, and were compared to Morningstar's nominated benchmark. Fees are calculated by Morningstar as the average over 10 years. Whilst every care has been taken in producing these numbers, InvestSMART does not guarantee the accuracy of the figures produced in the table. Fee data may not include all costs being charged such as platform and adviser fees. For the effect of fees on your cumulative returns, please see our report How Fees Can Destroy Your Wealth.

^^ 557 Buy recommendations published by Intelligent Investor between 1 June 2001 and 30 June 2019 were independently verified by EY, as per the Recommendations Report; adjusted for franking, excludes admin and brokerage costs.

Copyright © 1999-2020 InvestSMART Financial Services Pty Ltd. All rights reserved | Australian Financial Services Licensee: AFSL # 226435 | ABN 70 089 038 531 | Financial Services Guide