InvestSMART

APIR Codes for Funds

time 3mths ago
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By · 22 Jan 2021
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Tom Wilson
By ·
22 Jan 2021
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time 3mths ago

Question

Do all funds and investments use APIR Codes? - Submitted by Robyn

Answer

The InvestSMART portfolios do not have APIR codes as they are managed portfolios.

What is a Managed Portfolio?

Think of your own share portfolio that you might have with a broker like Commsec or Nabtrade. A managed portfolio is similar, the holdings are in your name, but InvestSMART manages the day-to-day decisions for you. This might include rebalancing, buying and selling holdings etc.

If you have another fund with another provider, you can compare your fund to the InvestSMART portfolios using the Compare your fund tool. If you know the APIR code for your fund you can enter it or search using the funds name.

APIR maintains an FAQ here.

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