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 Mitchell Sneddon 2d ago

InvestSMART Diversified Growth vs Intelligent Investor Growth Fund

What is the relationship between the IIGF share fund about to be listed and the Invest Smart Growth Fund. I... Read full Q&A

Answered by Mitchell Sneddon 5d ago

Dividend reinvestment plan for IIGF

How do I enroll in the dividend reinvestment plan for IIGF? - Submitted by Michael Read full Q&A

Answered by Mitchell Sneddon 1wk ago

Fees on InvestSMART portfolios

Regarding management fees on Investsmart funds. Are there any other fees besides the management fee eg transaction fee. Thanks - Submitted... Read full Q&A

Answered by Mitchell Sneddon 3wks ago

Ethical portfolios

Do you have any other ethical portfolios or just the ASX listed one? - Submitted by Elroy Read full Q&A

Answered by Mitchell Sneddon 3wks ago

Minimum investment amounts

What is the minimum investment - Submitted by Gareth Read full Q&A

Answered by Mitchell Sneddon 4wks ago

Business risk & share ownership

I am concerned about your corporate risk. I understand the risk of individual investments but what is the risk that... Read full Q&A

Answered by Mitchell Sneddon 1mth ago

Infrastructure in the InvestSMART Portfolio Manager

Hi, Where does an infrastructure fund like MICH or IFRA sit in the asset allocation of my portfolio? Is it... Read full Q&A

Answered by Mitchell Sneddon 1mth ago

Listed managed funds vs LITs & LICs

You are looking to have an asx listed version of the growth fund. One of the challenges of lit’s is... Read full Q&A

Answered by Mitchell Sneddon 1mth ago

Capped fees: Are they charged per model or per account?

Capped Fees: Is the $451 pa cap for investments >$82k across all funds or is it leveraged on a per... Read full Q&A

Answered by Mitchell Sneddon 1mth ago

Resource and gold stocks

Do you cover resource and gold stocks? - Submitted by Kidson Read full Q&A

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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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