Investment Portfolio Management Questions Archives - Page 4 of 4

How do I buy managed funds?

To buy Managed Funds you need to have cleared funds in your InvestNow Transaction Account – you deposit money in your InvestNow Transaction Account from your nominated bank account (see FAQ for more details).

Note that the minimum investment amount for Managed Funds purchases is $50, when part of a Regular Investment Plan, or $250 for one-off investments. For Term Deposits the minimum amount you must invest differs for each bank. Please visit our TDs page for more information.

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By Mike Heath|2026-08-13T08:48:15+12:00December 10th, 2016|Investment Portfolio Management Questions, Product/Choosing Products Questions|Comments Off

How do I pay for my Managed Funds?

InvestNow provides each customer with a Transaction account. You transfer money from your nominated bank account, into your InvestNow Transaction account and then use this money, once cleared, to pay for managed funds.

You will need the details of the bank account, into which you will make the deposit, and your unique reference, so we can make sure all deposits are credited to your InvestNow Transaction Account.

To get these details (note – these do not change so we would recommend you set up a new bill payee for future use, using […]

By Mike Heath|2026-08-27T09:18:26+12:00December 10th, 2016|Account Questions, Investment Portfolio Management Questions, Product/Choosing Products Questions|Comments Off

What are the fees and costs?

InvestNow does not charge any account or administration fees (we do receive a distribution fee on Term Deposits, see FAQ here, and interest held in Transaction Accounts, see FAQ here).

Any funds you choose to invest in have fund charges associated with them that are levied by the fund manager. The fund charges for funds on InvestNow are the same as you would experience investing directly with any of our fund managers. A small number of funds also have transaction fees* that InvestNow levies, which are applied […]

By Mike Heath|2024-10-18T11:08:21+13:00December 10th, 2016|Account Questions, Investment Portfolio Management Questions, Questions about InvestNow|Comments Off

What are my responsibilities as a customer of InvestNow?

You should read the Client Agreement carefully to ensure that you understand all of the terms and conditions of your agreement with us.

You should read the disclosure material for any fund before investing. We strongly recommend that you seek independent advice before making any investment.

By Mike Heath|2019-06-14T14:32:14+12:00December 10th, 2016|Account Questions, Investment Portfolio Management Questions, Questions about InvestNow|Comments Off