This may not include all funds available for retail investment in Australia. The peer comparison figures have been sourced from Morningstar data and is therefore limited to the funds and investment products included in their database. 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 $550 p.a.) do not include indirect cost ratio charged by ETF providers nor brokerage. You should consider the PDS, FSG and TMD before making a decision about a product. The PDS 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), Financial Services Guide (FSG), Target Market Determination (TMD) or seek professional advice before making any investment decision.
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