Media release: InvestSMART launches 'Custom', ushering in new era of portfolio tailoring

InvestSMART's new 'Custom' feature gives investors the best of both worlds - the ability to combine personal preferences with professional management.

By InvestSMART · 11 Jul 2025

By InvestSMART ·
11 Jul 2025 · 5 min read

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Media release

InvestSMART launches 'Custom', ushering in new era of portfolio tailoring

InvestSMART has launched 'Custom', an innovative feature giving investors the flexibility to personalise their portfolio.

The introduction of Custom reflects growing investor appetite to align portfolios with personal interests and goals.

Investors can add up to five ASX-listed ETFs from a curated menu derived from our star ratings, while InvestSMART continues to manage their core portfolio.

InvestSMART uses its proprietary star rating system to rate every ETF on the ASX.

Sydney (11 July 2025): InvestSMART Group Limited (ASX: INV) announces the launch of InvestSMART Custom, an innovative investment solution that gives Australian investors the flexibility to tailor their portfolios to personal preferences while reaping the rewards of a professionally managed framework.

InvestSMART Custom allows investors to add up to five exchange-traded funds (ETFs) from a curated, star-rated list to their InvestSMART portfolio.

The launch of Custom reflects growing demand for personalised investing. As more Australians seek to align their portfolios with personal interests and financial goals, InvestSMART Custom offers a simple, cost-effective way to add a personal touch to professional portfolio management.

Mr Ron Hodge, CEO and co-founder of InvestSMART, said, "We know investors want more control and choice in how their money is invested.

"With Custom, InvestSMART clients have the flexibility to invest in line with their goals and priorities - whether that means exposure to technology, sustainability, or specific market sectors - while still benefiting from InvestSMART's professional management."

InvestSMART Custom is available to clients with $10,000 or more in one of InvestSMART's 12 professionally managed ETF portfolios.

Eligible investors can add up to five ETFs from a curated menu based on InvestSMART's five-star rating system. The list of approved ETFs covers a wide range of asset classes, including Australian and international equities, property and infrastructure, fixed interest and alternatives such as gold. The minimum investment for each custom ETF is $2,000.

"InvestSMART continues to manage the core portfolio according to the relevant investment strategy, while the custom ETFs act as satellite investments tailored to individual preferences," said Mr Hodge.

Custom delivers four key advantages

InvestSMART's Custom gives investors valuable advantages, including:

1. Personalised portfolio construction - investors can start with one of InvestSMART's professionally managed ETF portfolios and add up to five ETFs from an approved list, allowing for tailored exposure to preferred sectors or themes.

2. Professional oversight - even with customisation, all portfolios are continuously monitored and managed by InvestSMART's investment team, ensuring alignment with investment goals and risk profiles.

3. Accessible entry point - investors with a minimum of $10,000 in an existing InvestSMART Professionally Managed Account (PMA) can access the Custom feature.

4. Low cost investing - InvestSMART clients save with:

$0 brokerage fees on buy orders

Management fees start at $44 per annum capped at $880 for accounts over $200,000, plus

A flat 0.11% annual administration fee, ensuring transparent and predictable costs.

Mr Hodge said, "InvestSMART Custom represents a significant step forward in personalised investing. Our clients can now express their individual investment preferences while relying on our professional management to maintain portfolio integrity and alignment with their financial goals.

"This innovative offering underscores InvestSMART's commitment to providing flexible, transparent, and cost-effective investment solutions that cater to the evolving needs of Australian investors," concluded Mr Hodge.

Contact

Ron Hodge
CEO & Founder, InvestSMART
📧 r.hodge@investsmart.com.au
📞 0404 878 824

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Frequently Asked Questions about this Article…

What is InvestSMART Custom and why was it launched?

InvestSMART Custom is a new feature from InvestSMART Group Limited (ASX: INV) launched 11 July 2025 that lets investors personalise a professionally managed portfolio by adding up to five ASX‑listed ETFs from a curated, star‑rated menu. It was created to meet growing demand from Australians who want to align investments with personal interests and financial goals while keeping professional oversight.

Who is eligible to use InvestSMART Custom and what is the minimum account size?

InvestSMART Custom is available to clients who already hold $10,000 or more in one of InvestSMART’s 12 professionally managed ETF portfolios (PMA). That $10,000 minimum in an existing InvestSMART portfolio is required to access the Custom feature.

How many ETFs can I add to my portfolio with InvestSMART Custom and what is the minimum investment per ETF?

You can add up to five ASX‑listed ETFs from InvestSMART’s curated menu, and the minimum investment for each custom ETF is $2,000.

What kinds of ETFs are included in InvestSMART’s curated, star‑rated list?

The approved ETF list is drawn from InvestSMART’s proprietary five‑star rating system and covers a wide range of asset classes, including Australian and international equities, property and infrastructure, fixed interest and alternatives such as gold.

Will InvestSMART still manage my core portfolio if I use the Custom feature?

Yes. InvestSMART continues to manage the core portfolio according to the chosen investment strategy while the custom ETFs act as satellite investments tailored to your preferences, with continuous monitoring and management by InvestSMART’s investment team.

What are the fees and costs associated with InvestSMART Custom?

InvestSMART Custom offers $0 brokerage fees on buy orders, management fees starting at $44 per annum (capped at $880 for accounts over $200,000), plus a flat 0.11% annual administration fee. The structure is designed to be transparent and predictable.

What are the main benefits of using InvestSMART Custom for everyday investors?

InvestSMART Custom delivers four key advantages for everyday investors: personalised portfolio construction by adding up to five star‑rated ETFs, professional oversight with continuous portfolio management, an accessible entry point for clients with $10,000 in a PMA, and low‑cost investing with competitive fee settings.

How do I get started or find out more about InvestSMART Custom?

To get started, ensure you have at least $10,000 in one of InvestSMART’s 12 professionally managed ETF portfolios and choose up to five ETFs from the curated menu. For more information or enquiries, the media release lists Ron Hodge, CEO & Founder, at r.hodge@investsmart.com.au or phone 0404 878 824.