InvestSMART

Minimum Invested amounts

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By · 9 Apr 2021
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Tom Wilson
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9 Apr 2021
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Question

I have $30,000 to invest. What is the minimum amount that you have to keep invested and can you take out your entire investment at any time without penalty? - Submitted by chris

Answer

Each portfolio has a minimum investment amount of $10,000 (the exception is the Investsmart Interest Income Portfolio).

If you have multiple portfolios, you'll need the minimum of $10,000 to keep each open.

Example:

You have one portfolio the InvestSMART Property and Infrastructure so your minimum is $10,000.

You have two portfolios, InvestSMART Property and Infrastructure and the Investsmart Interest Income Portfolio so your minimum is $10,000 in each, so the total miminum is $20,000.

You can withdraw your funds at any time. You'll only pay brokerage to do so.

See previous Q+A's below:

Can I withdraw funds at any time? - Ask The Experts - InvestSMART

Is there a lock in period for investing like a term deposit? - Ask The Experts - InvestSMART

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