The current minimum investment amount for the Professionally Managed Account (PMA) starts at $10,000 per Model Portfolio; unless otherwise stated in the Investment Menu, Key Facts section of the online information page or the Key Details section of the Investor Pack.

Minimum investment amounts are set based on the required level of funds to align our client's portfolios with the Manager's Model portfolio.

If you already have an investment in a Model Portfolio, you do not require another $10,000 to contribute to that same investment.

Example:

You have $15,000 in the InvestSMART Conservative Portfolio and $11,000 in the InvestSMART Interest Income Portfolio.

You wish to withdraw $6,000 from the total portfolio.

Each portfolio requires a $10,000 minimum balance, so $5,000 would be withdrawn from the InvestSMART Conservative Portfolio and $1,000 from the InvestSMART Interest Income Portfolio.

Did this answer your question?