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 2wks ago

Cash component of the portfolio

Do I have to leave some of the investment as cash? - Submitted by David Read full Q&A

Answered by Tom Wilson 2wks ago

Who 'owns' the assets?

Hi, Do the assets you purchase rest in the name of the individual (HIN) who originated the 'order' or in... Read full Q&A

Answered by Tom Wilson 2wks ago

Do I need particular software to use your products?

Do you need to use a broker when using this software to buy and sell shares? I'm after high dividends.... Read full Q&A

Answered by Tom Wilson 2wks ago

How do I buy and sell more IIGF units?

I have units in Intelligent Investor Australian Growth Fund (ASX:IIGF) (Managed Fund) from the initial offer. How do I buy... Read full Q&A

Answered by Tom Wilson 2wks ago

Can you manage my share portfolio?

I currently have a portfolio of aust and international shares being managed by somebody else. Can this be transferred as... Read full Q&A

Answered by Tom Wilson 1mth ago

Adding International Equities to my existing portfolio

Hello, I have an InvestSMART growth Portfolio that I am happy with and would like to increase my exposure to... Read full Q&A

Answered by Tom Wilson 1mth ago

What do the portfolios hold?

Hi, were can I see what are the investments/ETFs/Managed Funds in your portfolios? thanks - Submitted by Dirk Read full Q&A

Answered by Tom Wilson 1mth ago

Super funds and InvestSMART

Can I have my company super paid into to one of these portfolios.? Also can it be in joint names... Read full Q&A

Answered by Tom Wilson 1mth ago

Where do the dividends go?

Hello, I have noticed a number of dividend payments on my account. Can you tell me where these have been... Read full Q&A

Answered by Tom Wilson 1mth ago

Regular monthly automatic withdrawals

I understand that once invested I can withdraw part or all of my investment. Can I set up automatic monthly... 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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