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Can I invest in more than one model?

Updated over a week ago

Yes, investors can hold multiple portfolios within the one account. However, they can only hold one diversified portfolio per account and this can be accompanied by multiple single asset class portfolios. Our diversified portfolios are:

  • InvestSMART Conservative

  • InvestSMART Balanced

  • InvestSMART Ethical Growth

  • InvestSMART Growth

  • InvestSMART Ethical Growth

  • InvestSMART High Growth

  • InvestSMART Ethical High Growth

If you wish to invest in multiple diversified portfolios then you will need to open multiple accounts.

Our single asset class portfolios are:

  • InvestSMART International Equities

  • InvestSMART Australian Equities

  • InvestSMART Property & Infrastructure

  • InvestSMART Australian Bonds

  • InvestSMART Cash Securities

  • InvestSMART Interest Income

We also have four actively managed funds:

  • Intelligent Investor Growth Fund

  • Intelligent Investor Income Fund

  • Intelligent Investor Ethical Fund

  • Intelligent Investor Select Value Share Fund

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