Custom Portfolios
All the tools and insights to personalise your portfolio
15 articles
- Who can access Custom Portfolios?
- What Exchange Traded Funds (ETFs) are allowed?What ETFs can be added to custom portfolios?
- How many Exchange Traded Funds (ETFs) are allowed?
- Will my custom ETFs be included in my annual tax statement?
- How are custom ETFs selected?
- What are the fees for custom portfolios?
- How do I add custom portfolios to my account?
- Can I reallocate existing holdings to Exchange Traded Funds (ETFs)?Allocating funds to custom portfolios
- Do I own these Exchange Traded Funds (ETFs)?Ownership of holdings in custom portfolios
- How will the distributions be handled?Distributions and dividends in a custom portfolio
- Can I choose to participate in the Distribution Reinvestment Plan (DRP)?DRP settings for custom portfolios
- Can I request an Exchange Traded Fund (ETF) from outside the approved list?Additional holdings in custom portfolio
- Can we invest in overseas listed Exchange Traded Funds (ETFs)?
- Will my selection of Exchange Traded Funds (ETFs) be rebalanced automatically?Rebalancing of custom ETFs
- Can I have a Regular Contribution Plan for InvestSMART Custom?