Performance figures for periods greater than one year are annualised and presented as 'per annum' values. brokerage and assuming dividends re-invested and no withdrawals. # Performance figures are after management and admin fees excl. For more information about fees and costs, please see the Product Disclosure Statement and Investment Menu. Indirect Costs are estimated to be between 0.09% - 0.30% p.a. * InvestSMART’s capped management fees (capped at $451 p.a.) do not include indirect cost ratio charged by ETF providers nor brokerage. All indications of performance returns are historical and cannot be relied upon as an indicator for future performance. You should consider the product disclosure statement before making a decision about a product. Product disclosure statements for financial products offered through InvestSMART can be downloaded from this website or obtained by contacting 1300 880 160. IMPORTANT: This information is general financial product advice only and you should consider the relevant product disclosure statement (PDS) or seek professional advice before making any investment decision. Data and content is provided for personal use only. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ('ASXO'). To obtain advice tailored to your particular circumstances, please contact a professional financial adviser. No Morningstar-affiliated company or any of their employees is providing you with personalised financial advice. If applicable, the relevant Product Disclosure Statement (in respect of Australian products) or Investment Statement (in respect of New Zealand products) before making any decision to invest.

You should consider the advice in light of these matters and, Any general advice has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892)Īnd/or Morningstar Research Limited, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs.

Neither any Morningstar company nor any of their content providers guarantee the data or content contained herein to be accurate,Ĭomplete or timely nor will they have any liability for its use or distribution. Please refer to our Financial Services Guide for more information.ĭata shown on this website is sourced by Morningstar DISCLOSURE: InvestSMART Group Limited employees may have an interest in the securities and managed funds displayed via this service.

Avg free update failed