Why invest in the InvestSMART High Growth Portfolio
The High Growth Portfolio is all about helping you build long term wealth and achieve goals with a timeframe of 7-years-plus to ride out the ups and down of markets.
Invest in a portfolio of 5-15 exchange traded funds (ETFs), predominantly focused on growth assets (shares and property) though nicely rounded out with exposure to a little bit of fixed income investments like bonds and cash.
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— Portfolio Manager, Nathan Bell.
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Suitable goals:
Looking for the highest allocation to growth assets
Saving for future retirement
Building a nest egg for your next-of-kin
Enjoying retirement with no concerns
Portfolio offer & indicative timetable
Offer opens
Capped management fees*
$0 to $100,000
To make sure this Fund is suitable for you, please read the Product Disclosure Statement (PDS) and the Target Market Determination (TMD) for this Fund.
InvestSMART
High Growth Portfolio
Webinar with Nathan Bell.
A deep dive into the InvestSMART High Growth Portfolio.
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Our investment committee
The primary role of our Committee is to oversee the general management and ongoing monitoring of our investment solutions and investment strategies.
Nathan Bell
Head of Research & Portfolio Management
Effie Zahos
Money Commentator & Director
Alan Kohler, AM
Founder - Eureka Report
Paul Clitheroe, AM
Chairman
Alastair Davidson
Head of Funds Management
Ron Hodge
Managing Director
FAQs
We’re here to help, if you have specific queries about this offer,
please schedule a call at a time that suits you.
For answers to common questions, visit our Help Centre.
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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