InvestSMART Q&A

Are you a current investor with a question? Are you looking at our portfolios and have a question about how they work or what’s in them? Submit your question here for our team.

Latest

Answered by Tom Wilson 1wk ago

Minimum Invested amounts

I have $30,000 to invest. What is the minimum amount that you have to keep invested and can you take... Read full Q&A

Answered by Tom Wilson 2wks ago

Changing portfolios

I have 25K in your conservative fund; my circumstances have changed I am interested in a more growth oriented fund.... Read full Q&A

Answered by Tom Wilson 3wks ago

What portfolio to invest in?

We are retired with no super. We own our own house and have about $800,000 to invest. My husband has... Read full Q&A

Answered by Tom Wilson 3wks ago

Do the performance figures include fees?

Hi, Just a short question about fees. I am trying to figure out my actual return for each of your... Read full Q&A

Answered by Tom Wilson 4wks ago

The withdrawal process and timing

Hi ...when making a withdrawal request ..I understand it can take 5-10 days for funds to land in the linked... Read full Q&A

Answered by Tom Wilson 1mth ago

Is InvestSMART membership free?

Is it correct that the management fee only applies when I start investing? In other word, this is a free... Read full Q&A

Answered by Mitch Datson 1mth ago

Can I withdraw funds at any time?

Can I withdraw funds - Submitted by Janelle Read full Q&A

Answered by Tom Wilson 1mth ago

Withdrawing funds from Investments

How do I liquidate some of my shares? How long does it take to receive the money? Thank you -... Read full Q&A

Answered by Tom Wilson 1mth ago

Where are my tax statements kept online?

Where do I find tax statements? - Submitted by Patricia Read full Q&A

Answered by Tom Wilson 1mth ago

Are you a Super Fund?

Do you operate a superannuation fund? - Submitted by Michael Read full Q&A

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As at {{ popupSelectedModel.returnDate \| date:'dd MMM yyyy' }}	1 yr.	2 yr.	3 yr.	4 yr.	SI* p.a
{{ popupSelectedModel.name }}	{{ popupSelectedModel.stats.returns.adjReturn1Year \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.stats.returns.adjReturn2Year \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.stats.returns.adjReturn3Year \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.stats.returns.adjReturn4Year \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.returnInception \| percentage:2:100:'N/A' }}
Avg of {{ popupSelectedModel.benchmark.peers.peerCount }} Peers	{{ popupSelectedModel.benchmark.peers.returns.return1Year \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.benchmark.peers.returns.return2Year \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.benchmark.peers.returns.return3Year \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.benchmark.peers.returns.return4Year \| percentage:2:1:'N/A' }}	N/A
Excess to Peers	{{ popupSelectedModel.stats.returns.adjReturn1Year && popupSelectedModel.benchmark.peers.returns.return1Year ? popupSelectedModel.stats.returns.adjReturn1Year - popupSelectedModel.benchmark.peers.returns.return1Year : null \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.stats.returns.adjReturn2Year && popupSelectedModel.benchmark.peers.returns.return2Year ? popupSelectedModel.stats.returns.adjReturn2Year - popupSelectedModel.benchmark.peers.returns.return2Year : null \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.stats.returns.adjReturn3Year && popupSelectedModel.benchmark.peers.returns.return3Year ? popupSelectedModel.stats.returns.adjReturn3Year - popupSelectedModel.benchmark.peers.returns.return3Year : null \| percentage:2:1:'N/A' }}	{{ popupSelectedModel.stats.returns.adjReturn4Year && popupSelectedModel.benchmark.peers.returns.return4Year ? popupSelectedModel.stats.returns.adjReturn4Year - popupSelectedModel.benchmark.peers.returns.return4Year : null \| percentage:2:1:'N/A' }}	N/A

Amount invested	Our management fees
$10,000 to $18,000	$99 p.a.
$18,000 to $82,000	0.55% p.a.
$82,000+	$451 p.a. capped fees

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