InvestSMART

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.

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Tom Wilson Answered by Tom Wilson 1wk 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
Tom Wilson Answered by Tom Wilson 1wk 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
Tom Wilson Answered by Tom Wilson 1wk 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
Tom Wilson Answered by Tom Wilson 2wks 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
Tom Wilson Answered by Tom Wilson 3wks 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
Tom Wilson Answered by Tom Wilson 3wks ago

Ethical funds

Hi. We have about $50K to $100K to invest and would like to do so in an ethical fund. Do... Read full Q&A
Tom Wilson Answered by Tom Wilson 1mth ago

Minimum Invested amounts

I have $30,000 to invest. What is the minimum amount that you have to keep invested and can you take... Read full Q&A
Tom Wilson Answered by Tom Wilson 1mth ago

Changing portfolios

I have 25K in your conservative fund; my circumstances have changed I am interested in a more growth oriented fund.... Read full Q&A
Tom Wilson Answered by Tom Wilson 1mth ago

What portfolio to invest in?

We are retired with no super. We own our own house and have about $800,000 to invest. My husband has... Read full Q&A
Tom Wilson Answered by Tom Wilson 1mth ago

Do the performance figures include fees?

Hi, Just a short question about fees. I am trying to figure out my actual return for each of your... Read full Q&A

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