{{ modelPortfolio.provider }}
{{ modelPortfolio.shortName }} Portfolio
An easy way to get invested into Aussie shares or add valuable diversity to your existing portfolio.
Why invest in the {{ modelPortfolio.provider }} {{ modelPortfolio.shortName }} Portfolio
InvestSMART’s Australian Equities Portfolio is an easy way to get started in the Australian sharemarket without lots of paperwork, or use it to add valuable diversity to your overall portfolio.
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Approved product: This portfolio is available through your Professionally Managed Account (PMA).
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Objective: Invest in a portfolio of 1-5 exchange traded funds (ETFs), to diversify risk within Australian shares. Diversification is not only important across asset class but also within each asset class. This way we lower volatility, minimise overall risk, and increase the potential for long term gains.
•
Suggested Timeframe: {{ modelPortfolio.timeframe || 'N/A' }}
•
Suitable goals:
-
Diversifying an existing Australian equity portfolio with less than 20 stocks
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Looking for broader exposure to all sectors in the Australian share market
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Long term growth for your nest egg or superannuation
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Risk: {{ modelPortfolio.riskRatingFull || 'N/A' }}
•
Minimum initial investments: {{ (modelPortfolio.minimumInitialInvestment | currency:$:0) || 'N/A' }}
Asset class allocation
- {{ getAssetAllocationValue(i) | percentage:2:100 }}
- {{ i.name }}
Performance# to {{ modelPortfolio.returnDate | date:'dd MMMM yyyy' }} (all returns are annualised)
| 1 year | 3 yrs p.a. | 5 yrs p.a. | SI p.a. | |
|---|---|---|---|---|
| Total Return | {{ modelPortfolio.stats.returns.return1Year | percentage:2:1:'N/A' }} | {{ modelPortfolio.stats.returns.return3Year | percentage:2:1:'N/A' }} | {{ modelPortfolio.stats.returns.return5Year | percentage:2:1:'N/A' }} | {{ modelPortfolio.stats.returns.returnInception | percentage:2:1:'N/A' }} |
| Average of {{ modelPortfolio.benchmark.peers.peerCount }} peers funds^ | {{ modelPortfolio.benchmark.peers.returns.return1Year | percentage:2:1:'N/A' }} | {{ modelPortfolio.benchmark.peers.returns.return3Year | percentage:2:1:'N/A' }} | {{ modelPortfolio.benchmark.peers.returns.return5Year | percentage:2:1:'N/A' }} | {{modelPortfolio.benchmark.returnSinceInception | percentage:2:1:'N/A' }} |
| Excess to Peers | {{ modelPortfolio.stats.returns.return1Year && modelPortfolio.benchmark.peers.returns.return1Year ? modelPortfolio.stats.returns.return1Year - modelPortfolio.benchmark.peers.returns.return1Year : null | percentage:2:1:'N/A' }} | {{ modelPortfolio.stats.returns.return3Year && modelPortfolio.benchmark.peers.returns.return3Year ? modelPortfolio.stats.returns.return3Year - modelPortfolio.benchmark.peers.returns.return3Year : null | percentage:2:1:'N/A' }} | {{ modelPortfolio.stats.returns.return5Year && modelPortfolio.benchmark.peers.returns.return5Year ? modelPortfolio.stats.returns.return5Year - modelPortfolio.benchmark.peers.returns.return5Year : null | percentage:2:1:'N/A' }} | {{ modelPortfolio.returnInception && modelPortfolio.benchmark.returnSinceInception ? modelPortfolio.returnInception/100 - modelPortfolio.benchmark.returnSinceInception : null | percentage:2:1:'N/A' }} |
Note: Since Inception (SI) {{ (modelPortfolio.inceptionDate | date:'dd MMM yyyy') || 'N/A' }}. All returns are annualised.
Capped management fees
| Amount invested | Our capped fees |
|---|---|
| $10,000 to $18,000 | $99 p.a. |
| $18,000 to $82,000 | 0.55% p.a. |
| $82,000+ | $451 p.a. |
Performance# as at {{ modelPortfolio.modelPortfolioPerformancesLastDate }}
Growth of $10,000
{{modelPortfolio.name}}#
{{'Average of ' + modelPortfolio.peersCount + ' peer funds^'}}
{{modelPortfolio.benchmark.name}}
Fees^: {{ modelPortfolio.name }} {{ modelPortfolio.mer | percentage:2:1:'N/A' }} {{ modelPortfolio.benchmark && modelPortfolio.benchmark.peers ? ' & Average of ' + modelPortfolio.benchmark.peers.peerCount + ' peers ' : null }} {{ modelPortfolio.benchmark.peers.mer | percentage:2:1:'' }}
Note: Our {{ modelPortfolio.name }} is benchmarked against {{ modelPortfolio.benchmark.name }}. Performance includes franking credits.
| Performance# to {{ modelPortfolio.returnDate | date:'dd MMMM yyyy' }} | 1 year | 2 yrs p.a. | 3 yrs p.a. | 4 yrs p.a. | 5 yrs p.a. | 10 yrs p.a. | 20 yrs p.a. | SI p.a. |
| Capital Return | {{ (modelPortfolio.stats.returns.return1Year - modelPortfolio.stats.incomes.income1Year) | percentage:2:1:'N/A' }} | {{ (modelPortfolio.stats.returns.return2Year - modelPortfolio.stats.incomes.income2Year) | percentage:2:1:'N/A' }} | {{ (modelPortfolio.stats.returns.return3Year - modelPortfolio.stats.incomes.income3Year) | percentage:2:1:'N/A' }} | {{ (modelPortfolio.stats.returns.return4Year - modelPortfolio.stats.incomes.income4Year) | percentage:2:1:'N/A' }} | {{ (modelPortfolio.stats.returns.return5Year - modelPortfolio.stats.incomes.income5Year) | percentage:2:1:'N/A' }} | {{ (modelPortfolio.stats.returns.return10Year - modelPortfolio.stats.incomes.income10Year) | percentage:2:1:'N/A' }} | {{ (modelPortfolio.stats.returns.return20Year - modelPortfolio.stats.incomes.income20Year) | percentage:2:1:'N/A' }} | {{ modelPortfolio.returnInception - modelPortfolio.incomeInception | percentage:2:100:'N/A' }} |
| Income Return | {{ modelPortfolio.stats.incomes.income1Year | percentage:2:1:'N/A' }} | {{ modelPortfolio.stats.incomes.income2Year | percentage:2:1:'N/A' }} | {{ modelPortfolio.stats.incomes.income3Year | percentage:2:1:'N/A' }} | {{ modelPortfolio.stats.incomes.income4Year | percentage:2:1:'N/A' }} | {{ modelPortfolio.stats.incomes.income5Year | percentage:2:1:'N/A' }} | {{ modelPortfolio.stats.incomes.income10Year | percentage:2:1:'N/A' }} | {{ modelPortfolio.stats.incomes.income20Year | percentage:2:1:'N/A' }} | {{ modelPortfolio.incomeInception | percentage:2:100:'N/A' }} |
| Total Return | {{ modelPortfolio.stats.returns.return1Year | percentage:2:1:'N/A' }} | {{ modelPortfolio.stats.returns.return2Year | percentage:2:1:'N/A' }} | {{ modelPortfolio.stats.returns.return3Year | percentage:2:1:'N/A' }} | {{ modelPortfolio.stats.returns.return4Year | percentage:2:1:'N/A' }} | {{ modelPortfolio.stats.returns.return5Year | percentage:2:1:'N/A' }} | {{ modelPortfolio.stats.returns.return10Year | percentage:2:1:'N/A' }} | {{ modelPortfolio.stats.returns.return20Year | percentage:2:1:'N/A' }} | {{ modelPortfolio.returnInception | percentage:2:100:'N/A' }} |
| Average of {{ modelPortfolio.benchmark.peers.peerCount }} peers funds^ | {{ modelPortfolio.benchmark.peers.returns.return1Year | percentage:2:1:'N/A' }} | {{ modelPortfolio.benchmark.peers.returns.return2Year | percentage:2:1:'N/A' }} | {{ modelPortfolio.benchmark.peers.returns.return3Year | percentage:2:1:'N/A' }} | {{ modelPortfolio.benchmark.peers.returns.return4Year | percentage:2:1:'N/A' }} | {{ modelPortfolio.benchmark.peers.returns.return5Year | percentage:2:1:'N/A' }} | {{modelPortfolio.benchmark.returnSinceInception | percentage:2:1:'N/A' }} | ||
| Excess to Peers | {{ modelPortfolio.stats.returns.return1Year && modelPortfolio.benchmark.peers.returns.return1Year ? modelPortfolio.stats.returns.return1Year - modelPortfolio.benchmark.peers.returns.return1Year : null | percentage:2:1:'N/A' }} | {{ modelPortfolio.stats.returns.return2Year && modelPortfolio.benchmark.peers.returns.return2Year ? modelPortfolio.stats.returns.return2Year - modelPortfolio.benchmark.peers.returns.return2Year : null | percentage:2:1:'N/A' }} | {{ modelPortfolio.stats.returns.return3Year && modelPortfolio.benchmark.peers.returns.return3Year ? modelPortfolio.stats.returns.return3Year - modelPortfolio.benchmark.peers.returns.return3Year : null | percentage:2:1:'N/A' }} | {{ modelPortfolio.stats.returns.return4Year && modelPortfolio.benchmark.peers.returns.return4Year ? modelPortfolio.stats.returns.return4Year - modelPortfolio.benchmark.peers.returns.return4Year : null | percentage:2:1:'N/A' }} | {{ modelPortfolio.stats.returns.return5Year && modelPortfolio.benchmark.peers.returns.return5Year ? modelPortfolio.stats.returns.return5Year - modelPortfolio.benchmark.peers.returns.return5Year : null | percentage:2:1:'N/A' }} | {{ modelPortfolio.returnInception && modelPortfolio.benchmark.returnSinceInception ? modelPortfolio.returnInception/100 - modelPortfolio.benchmark.returnSinceInception : null | percentage:2:1:'N/A' }} |
Fees^: {{ modelPortfolio.name }} {{ modelPortfolio.mer | percentage:2:1:'N/A' }} {{ modelPortfolio.benchmark && modelPortfolio.benchmark.peers ? ' & Average of ' + modelPortfolio.benchmark.peers.peerCount + ' peers ' : null }} {{ modelPortfolio.benchmark.peers.mer | percentage:2:1:'' }}
Note: Our {{ modelPortfolio.name }} is benchmarked against {{ modelPortfolio.benchmark.name }}. Performance includes franking credits.
| Date | Buy/Entry Price | Sell/Exit Price | Distribution |
|---|---|---|---|
| {{ u.date | date:'dd/MM/yy' }} | {{ u.entryPrice != null ? (u.entryPrice | currency:$:4) : '' }} | {{ u.exitPrice != null ? (u.exitPrice | currency:$:4) : '' }} | {{ u.distribution != null ? ((u.distribution / 100) | currency:$:6) : '' }} |
There are no unit prices available.
Key Facts
Strategy
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Objective
Invest in a portfolio of 1-5 exchange traded funds (ETFs), to diversify risk within Australian shares. Diversification is not only important across asset class but also within each asset class. This way we lower volatility, minimise overall risk, and increase the potential for long term gains.
Style
{{ modelPortfolio.style || 'N/A' }}
Suggested Timeframe
{{ modelPortfolio.timeframe || 'N/A' }}
Performance since inception ({{ (modelPortfolio.inceptionDate | date:'dd MMM yyyy') || 'N/A' }})#
{{ modelPortfolio.returnInception | percentage:2:100:'N/A' }} p.a.
Standard Risk Measure
{{ modelPortfolio.riskRating || 'N/A' }}
Benchmark Index
{{ modelPortfolio.benchmark.name || 'N/A' }}
Inception Date
{{ (modelPortfolio.inceptionDate | date:'dd MMM yyyy') || 'N/A' }}
Minimum initial investment
{{ (modelPortfolio.minimumInitialInvestment | currency:$:0) || 'N/A' }}
Estimated income per annum
{{ modelPortfolio.returnInceptionAnnualised != null ? modelPortfolio.returnInceptionAnnualised + '%' : 'N/A' }} (including franking credits)
Target Market Determination
To make sure this investment is appropriate for you, please read our Target Market Determination for this portfolio.
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Our capped management fees
The fees start at just $99 p.a. and are capped at $451 p.a. for any investments over $82,000*.
| Amount invested | Our capped 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* |
Lowest Brokerage
The greater of $4.95 per trade or 0.099% of the value of the trade paid entirely to 3rd party broker
Indirect Costs
0.09% - 0.30% p.a. Our portfolios use Exchange Traded Funds (ETFs) and these fees are charged by third party ETF providers.
No Other Fees
No administration & performance fees*
Allocation
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- {{ getAssetAllocationValue(i) | percentage:2:100 }}
Current Holdings
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Top 20 Underlying ETF Holdings
| Holding | Exposure |
|---|---|
| {{ h.secName }} | {{ h.exposureAllocation | percentage:2:100:'N/A' }} |
| Date | Name | Type | Download Report |
|---|---|---|---|
| {{ i.selectedDate | date:'dd MMM yyyy' }} | {{ i.title }} | {{ i.subText }} |
| Date | Buy/Entry Price | Sell/Exit Price | Distribution |
|---|---|---|---|
| {{ u.date | date:'dd/MM/yy' }} | {{ u.entryPrice != null ? (u.entryPrice | currency:$:4) : '' }} | {{ u.exitPrice != null ? (u.exitPrice | currency:$:4) : '' }} | {{ u.distribution != null ? ((u.distribution / 100) | currency:$:6) : '' }} |
There are no unit prices available.
Single asset class portfolios
Gain exposure to one or more asset classes
| Single asset class portfolios | 1 year | 3 year | 5 year | ||||
| {{ i.displayName.includes("(") ? i.displayName.substring(0, i.displayName.indexOf('(')) : i.displayName }} {{ i.type.name == 'SMA' && i.category.id != 3 ? 'Portfolio' : i.type.name == 'Managed Fund' ? 'Fund' : '' }} | {{i.stats.returns.adjReturn1Year | percentage:2:0:'N/A'}} | {{i.stats.returns.adjReturn3Year | percentage:2:0:'N/A'}} | N/A | {{i.stats.returns.adjReturn5Year | percentage:2:0:'N/A'}} | N/A | Learn more | Open Account |
As of {{ lowCostPerformanceDate | date:'dd MMM yyyy'}} after management and admin fees.
{{i.provider}}
{{ i.shortName.includes("(") ? i.shortName.substring(0, i.shortName.indexOf('(')) : i.shortName }} {{ i.type.name == 'SMA' && i.category.id != 3 ? 'Portfolio' : i.type.name == 'Managed Fund' ? 'Fund' : '' }}
| 1 year | {{i.stats.returns.adjReturn1Year | percentage:2:0:'N/A'}} |
| 3 year | {{i.stats.returns.adjReturn3Year | percentage:2:0:'N/A'}} |
| S.I.* (% p.a) | {{i.returnInception | percentage:2:100:'N/A'}} |
| Inception Date | {{i.inceptionDate | date:'dd MMM yyyy'}} |
| Open Account | Learn more |
As of {{ lowCostPerformanceDate | date:'dd MMM yyyy'}} after management and admin fees.
Please check the following:
- {{x.value}}
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