Invest with us. Explore our low-cost diversified ETF portfolios.
Our diversified portfolios of exchange-traded funds (ETFs) gives you access to invest in great Australian & global companies.
InvestSMART
International Equities
Suggested timeframe: 7+ years.
Strategy: For those seeking to access globally known brands & mega cap companies like Apple, Microsoft and Amazon at a low cost.
Risk profile: Very high.
Growth assets: 99.5%
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Australian Equities
0%
International Equities
99.5%
Property & Infrastructure
0%
Defensive assets: 0.5%
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Fixed Interest
0%
Cash
0.5%
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InvestSMART
High Growth
Suggested timeframe: 7+ years.
Strategy: For those seeking to build wealth over the longer-term and achieve goals with a timeframe of 7-years-plus to ride out the ups and down of markets.
Risk profile: High.
Growth assets: 89%
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Australian Equities
35%
International Equities
46%
Property & Infrastructure
8%
Defensive assets: 11%
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Fixed Interest
5%
Cash
8%
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InvestSMART
Growth
Suggested timeframe: 5+ years.
Strategy: For those seeking to invest for the medium to long term (5-years-plus) or you want to grow wealth for the future.
Risk profile: Medium/high.
Growth assets: 66.3%
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Australian Equities
28%
International Equities
31%
Property & Infrastructure
7.3%
Defensive assets: 33.7%
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Fixed Interest
23.5%
Cash
10.2%
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IMPORTANT: This information is general financial product advice only and you should consider the relevant Product Disclosure Statement (PDS), Financial Services Guide (FSG), Target Market Determination (TMD) or seek professional advice before making any investment decision. The PDS for financial products offered through InvestSMART can be downloaded from this website or obtained by contacting 1300 880 160.
* InvestSMART’s capped management fees (capped at $550 p.a.) do not include indirect cost ratio charged by ETF providers nor brokerage. Indirect Costs are estimated to be between 0.09% - 0.30% p.a. depending on the portfolio. For more information about fees and costs, please see the Product Disclosure Statement and Investment Menu.
# Performance figures are after management and admin fees excl. brokerage and assuming dividends re-invested and no withdrawals. Performance figures for periods greater than one year are annualised and presented as "per annum" values. The peer comparison figures have been sourced from Morningstar data and is therefore limited to the funds and investment products included in their database. This may not include all funds available for retail investment in Australia. The peer calculation is inclusive of admin and management fees; excludes brokerage and no withdrawals have been made. InvestSMART cannot determine whether or not franking has been included, nor if dividends have been reinvested. Historical performance is not a reliable indicator of future performance.
^ Only funds and investment products included in the Morningstar Australia database are available for fee and performance comparison. This may not include all funds available for retail investment in Australia. Only funds with > three year returns were included in any fee comparison, and were compared to Morningstar’s nominated benchmark. Fees are calculated by Morningstar as the average over 10 years. Whilst every care has been taken in producing these numbers, InvestSMART does not guarantee the accuracy of the figures produced in the table. Fee data may not include all costs being charged such as platform and adviser fees. For the effect of fees on your cumulative returns, please see our report How Fees Can Destroy Your Wealth.
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