Governance Documents
The following are the InvestSMART Group Limited (INV) governance documents.
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- Overview
- Allocation
- Performance
- Fees
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- Inception date: {{ (selectedModel.inceptionDate | date:'dd MMM yyyy') || 'N/A' }}
- Performance S.I.: {{ selectedModel.returnInception | percentage:1:100:'N/A' }} p.a.
- Estimated income: {{ selectedModel.returnInceptionAnnualised | percentage:1:100:'N/A' }} p.a.
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| As at {{ selectedModel.returnDate | date:'dd MMM yyyy' }} | 1 yr. | 2 yr. | 3 yr. | 4 yr. | SI* p.a |
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| Avg of {{ selectedModel.benchmark.peers.peerCount }} Peers | {{ selectedModel.benchmark.peers.returns.return1Year | percentage:2:1:'N/A' }} | {{ selectedModel.benchmark.peers.returns.return2Year | percentage:2:1:'N/A' }} | {{ selectedModel.benchmark.peers.returns.return3Year | percentage:2:1:'N/A' }} | {{ selectedModel.benchmark.peers.returns.return4Year | percentage:2:1:'N/A' }} | N/A |
| Excess to Peers | {{ selectedModel.stats.returns.adjReturn1Year && selectedModel.benchmark.peers.returns.return1Year ? selectedModel.stats.returns.adjReturn1Year - selectedModel.benchmark.peers.returns.return1Year : null | percentage:2:1:'N/A' }} | {{ selectedModel.stats.returns.adjReturn2Year && selectedModel.benchmark.peers.returns.return2Year ? selectedModel.stats.returns.adjReturn2Year - selectedModel.benchmark.peers.returns.return2Year : null | percentage:2:1:'N/A' }} | {{ selectedModel.stats.returns.adjReturn3Year && selectedModel.benchmark.peers.returns.return3Year ? selectedModel.stats.returns.adjReturn3Year - selectedModel.benchmark.peers.returns.return3Year : null | percentage:2:1:'N/A' }} | {{ selectedModel.stats.returns.adjReturn4Year && selectedModel.benchmark.peers.returns.return4Year ? selectedModel.stats.returns.adjReturn4Year - selectedModel.benchmark.peers.returns.return4Year : null | percentage:2:1:'N/A' }} | N/A |
| Amount invested | Our investment 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 |