Governance Documents
The following are the InvestSMART Group Limited (INV) governance documents.
Proudly
We're here to help
Monday to Friday, 9am - 5pm AEST
Call us on 1300 880 160
Follow us on Twitter
Connect with us on Facebook
Finding the right portfolio
Loading
3 easy steps
1
Understanding your time horizon
2
Answer some simple questions
3
Find the right portfolio for you
Create a free account to get our investment newsletter
Looks you are already a member. Please enter your password to proceed
Understanding your time horizon
Answer some simple questions
Find the right portfolio for you
Loading portfolios
Time is the most critical aspect of investing. Before continuing you need to consider what is your investment goal and how long before you wish to achieve it.
The shorter your timeframe the more conservative you should be with your investments.
The longer your time horizon the better your portfolio is able to weather the short term ups and downs and reap the rewards of generally higher markets returns long term.
Disclaimer
Information you provide will help filter our investment solutions so that we can provide general advice on which product may be appropriate. This is not personal specific advice and you should consider if the investment solution is appropriate for your personal objectives, financial situation and needs.
I'm looking to invest into a
portfolio
{{ dropdownOne.selected.title }}
and I would like more exposure to
{{ dropdownThree.selected.title }}
- Overview
- Allocation
- Performance
- Fees
- Suggested timeframe: {{ popupSelectedModel.timeframe }}
- Risk Rating: {{ popupSelectedModel.riskRating || 'N/A' }}
- Benchmark Index: {{ popupSelectedModel.benchmark.name || 'N/A' }}
- Inception date: {{ (popupSelectedModel.inceptionDate | date:'dd MMM yyyy') || 'N/A' }}
- Performance S.I.: {{ popupSelectedModel.returnInception | percentage:1:100:'N/A' }} p.a.
- Estimated income: {{ popupSelectedModel.returnInceptionAnnualised | percentage:1:100:'N/A' }} p.a.
- {{ getAssetAllocationValue(i) | percentage:2:100 }}
- {{ i.name }}
| As at {{ popupSelectedModel.returnDate | date:'dd MMM yyyy' }} | 1 yr. | 2 yr. | 3 yr. | 4 yr. | SI* p.a |
| {{ popupSelectedModel.name }} | {{ popupSelectedModel.stats.returns.adjReturn1Year | percentage:2:1:'N/A' }} | {{ popupSelectedModel.stats.returns.adjReturn2Year | percentage:2:1:'N/A' }} | {{ popupSelectedModel.stats.returns.adjReturn3Year | percentage:2:1:'N/A' }} | {{ popupSelectedModel.stats.returns.adjReturn4Year | percentage:2:1:'N/A' }} | {{ popupSelectedModel.returnInception | percentage:2:100:'N/A' }} |
| Avg of {{ popupSelectedModel.benchmark.peers.peerCount }} Peers | {{ popupSelectedModel.benchmark.peers.returns.return1Year | percentage:2:1:'N/A' }} | {{ popupSelectedModel.benchmark.peers.returns.return2Year | percentage:2:1:'N/A' }} | {{ popupSelectedModel.benchmark.peers.returns.return3Year | percentage:2:1:'N/A' }} | {{ popupSelectedModel.benchmark.peers.returns.return4Year | percentage:2:1:'N/A' }} | N/A |
| Excess to Peers | {{ popupSelectedModel.stats.returns.adjReturn1Year && popupSelectedModel.benchmark.peers.returns.return1Year ? popupSelectedModel.stats.returns.adjReturn1Year - popupSelectedModel.benchmark.peers.returns.return1Year : null | percentage:2:1:'N/A' }} | {{ popupSelectedModel.stats.returns.adjReturn2Year && popupSelectedModel.benchmark.peers.returns.return2Year ? popupSelectedModel.stats.returns.adjReturn2Year - popupSelectedModel.benchmark.peers.returns.return2Year : null | percentage:2:1:'N/A' }} | {{ popupSelectedModel.stats.returns.adjReturn3Year && popupSelectedModel.benchmark.peers.returns.return3Year ? popupSelectedModel.stats.returns.adjReturn3Year - popupSelectedModel.benchmark.peers.returns.return3Year : null | percentage:2:1:'N/A' }} | {{ popupSelectedModel.stats.returns.adjReturn4Year && popupSelectedModel.benchmark.peers.returns.return4Year ? popupSelectedModel.stats.returns.adjReturn4Year - popupSelectedModel.benchmark.peers.returns.return4Year : null | percentage:2:1:'N/A' }} | N/A |
| Amount invested | Our management fees |
| $10,000 to $18,000 | $99 p.a. |
| $18,000 to $82,000 | 0.55% p.a. |
| $82,000+ | $451 p.a. capped fees |