The InvestSMART revolution

Over the past few years InvestSMART Group, our parent company listed on the Australian Stock Exchange (ASX: INV), has been on a journey to create a single platform to help make investing easy.

By InvestSMART · 26 Oct 2021

By InvestSMART ·
26 Oct 2021 · 3 min read

Comments

This involved rebuilding Eureka Report, Intelligent Investor and InvestSMART websites onto one technology backbone, creating products, capping fees and launching innovative products like Fundlater. We seek to service existing and future members better whilst solving investment problems using modern and innovative processes.

The journey will never be complete. We believe we can always improve and find new services and products to integrate into our unique platform to benefit our members.

Our results from September 2021 quarter confirm that the revolution is not only taking shape but that it is thriving. Thanks to our ever-growing community of members and supporters Funds Under Management (FUM) grew 29.6 per cent in the quarter and year on year has more than doubled.

Apart from a simple investment platform and quality information from our experts Paul Clitheroe, Alan Kohler and Effie Zahos, the most common reasons why members invest is because of our low fees and good performance.

To view the objective and performance of our different investment funds please click on each name in the table below.

Name	Type	Description
Professionally Managed Accounts with ‘capped fees’*	Professionally managed risk adjusted portfolios	Investments into preferred ETFs (ASX listed)
InvestSMART Conservative Portfolio (diversified across asset classes) InvestSMART Balanced Portfolio (diversified across asset classes) InvestSMART Growth Portfolio (diversified across asset classes) InvestSMART High Growth Portfolio (diversified across asset classes) InvestSMART International Equities Portfolio (single asset class) InvestSMART Property & Infrastructure Portfolio (single asset class) InvestSMART Interest Income Portfolio (single asset class) InvestSMART Hybrid Income Portfolio (single asset class)
Active investment ETFs**	ASX listed active ETFs run by InvestSMART Group	Active ETF directly invests into ASX listed equities
Intelligent Investor Australian Equity Income Fund – ASX: INIF Focused on cash rich businesses with ability to pay growing dividends (launched June 2018) Intelligent Investor Ethical Share Fund – ASX: INES Focused on ethically and socially responsible undervalued stocks (launched June 2019) Intelligent Investor Australian Equity Growth Fund – ASX: IIGF Focused on capital growth by investing in undervalued Australian equities (launched October 2020)

* Professionally Managed Account (PMA): the investor holds legal and beneficial ownership and the underlying securities are registered under their name, within the investment portfolio.

** "Active" ETFs can be directly purchased on market (are ASX listed) and can also be accessed via InvestSMART’s PMAs.

In September 2021 we also launched a fantastic new product called Fundlater.

Fundlater is Australia’s first Invest Now, Fund Later (INFL) product designed to help younger people boost their investment potential

The investor deposits $4,000 and receives a $6,000 non-recourse loan from InvestSMART. The combined $10,000 is invested into one of InvestSMART’s four diversified portfolios. The investor then pays minimum instalments of $320 a month for 20 months including a $20 a month fee. There are no margin calls and no penalty fees if you want to pay off the loan sooner.

For more information on the September Quarter 2021 results please click here and if you would like to sign up to future INV Corporate announcements please click here.

Go to Google News, then click "Follow" button to add us.

Share this article and show your support

Frequently Asked Questions about this Article…

What is the InvestSMART revolution all about?

The InvestSMART revolution involves integrating Eureka Report, Intelligent Investor, and InvestSMART websites onto a single technology platform. This initiative aims to enhance services for existing and future members by offering innovative investment solutions like Fundlater, capping fees, and continuously improving the platform.

How has InvestSMART's Funds Under Management (FUM) performed recently?

InvestSMART's Funds Under Management (FUM) saw a significant growth of 29.6% in the September 2021 quarter, and it has more than doubled year on year, reflecting the thriving nature of the InvestSMART revolution.

What are the main reasons members choose to invest with InvestSMART?

Members often choose to invest with InvestSMART due to the platform's low fees, good performance, and access to quality information from experts like Paul Clitheroe, Alan Kohler, and Effie Zahos.

What types of investment portfolios does InvestSMART offer?

InvestSMART offers a variety of investment portfolios, including the Conservative, Balanced, Growth, High Growth, International Equities, Property & Infrastructure, Interest Income, and Hybrid Income Portfolios. These portfolios are diversified across asset classes or focused on single asset classes.

What are InvestSMART's Active ETFs, and how can I invest in them?

InvestSMART's Active ETFs are ASX-listed funds that directly invest in equities. They include the Intelligent Investor Australian Equity Income Fund, Ethical Share Fund, and Australian Equity Growth Fund. These can be purchased directly on the market or accessed via InvestSMART's Professionally Managed Accounts (PMAs).

What is Fundlater, and how does it work?

Fundlater is Australia's first 'Invest Now, Fund Later' product designed to help younger investors. By depositing $4,000, investors receive a $6,000 non-recourse loan from InvestSMART, which is invested into one of their diversified portfolios. Investors then pay $320 monthly for 20 months, including a $20 monthly fee, with no margin calls or penalty fees for early repayment.

What makes InvestSMART's investment platform unique?

InvestSMART's platform is unique due to its integration of multiple services, capped fees, and innovative products like Fundlater. It also provides access to expert insights and a range of diversified and single asset class portfolios, catering to various investment needs.

How can I stay updated with InvestSMART's latest announcements?

To stay updated with InvestSMART's latest announcements, you can sign up for future INV Corporate announcements through their website, ensuring you receive timely updates on their performance and new product launches.