Minimum investment amounts

By Mitchell Sneddon · 24 Aug 2020

By Mitchell Sneddon ·
24 Aug 2020

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3yr ago

Question

What is the minimum investment - Submitted by Gareth

Answer

Hi Gareth,

The minimum investment amounts for the InvestSMART Diversified Portfolios are $10,000. You need to invest the minimum per model so if you are looking at investing in say the InvestSMART Diversified Growth portfolio and the InvestSMART Diversified International Equities portfolio you will need to invest a minimum of $20,000 and have it split evenly across both to meet the minimum investment requirements per model.

Regards,

Mitchell Sneddon

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Amount invested	Our management fees
$0 to $100,000	0.55% p.a.
$100,000+	$550 p.a. capped fees

Minimum investment amounts

Question

Answer

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