UPDATE (Oct 2019) – this development is now love.  Click here for full details.

Our project is underway to deliver a number of key enhancements to the InvestNow experience.  Thank you to all our customers who have responded to our survey or given us feedback, which has made it really clear what your top priorities for change were.

Whilst we don’t have firm dates for delivery, we can say we are moving forward as fast as we can.

Here are what you can expect from these enhancements:

My Funds Performance

In addition to showing you the return for your portfolio ($’s & %) for the past month, past year and since inception, you will be able to drill down and look at the corresponding performance for each of the assets you have held during those same periods.

Morningstar Components

There are a number of new components we are adding from Morningstar to make it easier to manage your portfolio:

  • Search tool … we are adding a whole new range of criteria you can use to find the funds you are interested in, for example Geographic Region, Total Return %, Net Assets and Distribution Frequency
  • Historical performance charts … you will be able to review the historical performance as far back as 10 years, where the data is available
  • Portfolio X-ray … dig deeper into funds you hold looking at asset allocation, stocks held, where those investments are etc
  • Portfolio compare … perform comparisons between your current portfolio and a theoretical portfolio

Simple Model Portfolios

With model portfolios you will be able to set your own target weightings, for the assets in your portfolio, and you will see on-screen your actual weighting versus the target weighting.  You can use this information if you wish to perform any form of rebalancing or changes to your portfolio.

We are really excited to be bringing you these enhancements.  Thank you for your patience – especially those of you who have been asking for these changes for some time.

We will keep you posted re progress and timeframes, including sharing concept designs with you as they come to fruition.