How Do We Compare2019-04-30T14:36:34+12:00

How Do We Compare?

We thought a simple table, showing comparable services, would be a useful reference for self-directed Kiwi investors for managing their investment portfolios.

The information below is as at 28th March 2019.

1:  Products that are the brands of 3rd parties, other than the “Provider” listed in this table
2:  InvestNow does not charge admin or transaction fees
3:  Minimum investment amount for Managed Funds purchases is $50, when part of a Regular Investment Plan, or $250 for one-off investments.  There is no minimum balance for the Transaction Account or Managed Funds holdings.
4:  InvestNow offers a number of Australian Unit Trusts (AUTs)
5:  InvestNow offers a range of Smartshares Exchange Traded Funds (ETFs)
6:  Per fund minimum investment
7:  A single establishment fee of $30
8:  Initial minimum contribution per fund, with an ongoing minimum of $50 per month
9:  Annual administration fee of $12.  $18 if you elect to receive paper-based statements
10:  Annual subscription is $30 per year.  For a monthly subscription if your Portfolio value is less than or equal to $50, there is no charge.  If your Portfolio value is between $50–$3,000, you will be charged $1.50 per month.  If your Portfolio value is more than $3,000, you will be charged $3 per month
11:  If you invest in more than one fund, you’ll pay the $30 administration fee. Simplicity does not charge the $30 a year membership fee for minors

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