InvestSMART

Minimum Investment Size for Portfolios

Question

Hi, I am interested in the ETF Porfolios. However the minimum seems to be $10,000. Will there be any for less say around $5000  - Submitted by Greg

Answer

The InvestSMART capped fee diversified managed portfolios have minimum investments starting at $10,000.

The Intelligent Investor has options with a lower entry point and are listed on the ASX. This means you can buy any parcel size your broker will allow.

Australian Equity Income Fund (Managed Fund) (ASX:INIF)

Ethical Share Fund (Managed Fund) (ASX:INES)

Australian Equity Growth Fund (Managed Fund) (ASX:IIGF)

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Tom Wilson
Tom Wilson
Product Specialist