InvestSMART

Target Market Determinations

What’s a target market determination?

A Target Market Determination is a document which describes a group of retail clients (the target market) for whom a product is likely to be appropriate or consistent with their likely objectives, financial situation and needs, plus any conditions around how the product can be distributed.
It also describes the events or circumstances where we may need to review the Target Market Determination for a financial product.

Why does InvestSMART need to have target market determinations?

We’re required to have Target Market Determinations under the Treasury Laws Amendment (Design and Distribution Obligations and Product Intervention Powers) Act 2019.
This is to make sure we’re keeping members at the centre of our approach to the design and distribution of our financial products.

Target market determinations - InvestSMART & Intelligent Investor products

InvestSMART Products

InvestSMART Fundlater View web version / View PDF version
InvestSMART Conservative Portfolio View web version / View PDF version
InvestSMART Balanced Portfolio View web version / View PDF version
InvestSMART Growth Portfolio View web version / View PDF version
InvestSMART High Growth Portfolio View web version / View PDF version
InvestSMART International Equities Portfolio View web version / View PDF version
InvestSMART Property and Infrastructure Portfolio View web version / View PDF version
InvestSMART Interest Income Portfolio View web version / View PDF version
InvestSMART Hybrid Income Portfolio View web version / View PDF version
InvestSMART Australian Equities Portfolio View web version / View PDF version
InvestSMART Cash Portfolio View web version / View PDF version

Intelligent Investor Products

Intelligent Investor Australian Equity Income Fund (ASX: INIF) View web version / View PDF version
Intelligent Investor Australian Ethical Share Fund (ASX: INES) View web version / View PDF version
Intelligent Investor Australian Equity Growth Fund (ASX: IIGF) View web version / View PDF version