FEES
Open and Honest Pricing
Your fee is simple, clear and easy-to-understand.
Step 1
Choose your Investment Manager
Step 2
Choose your model portfolio
Defensive Income
Suits cautious investors seeking stable income and lowest risk of capital loss.
Min investment $10 000
Balanced Income
Suits investors seeking stable income and happy with moderate growth / moderate risk of capital loss.
Min investment $10 000
Robust Growth
Suits investors looking for strong long-term growth, where income is not the priority.
Min investment $10 000
Maximum Growth
Suits a long-term time horizon and aims to achieve highest growth possible by taking the highest risk of our four portfolio categories.
Min investment $10 000
Defensive Income
Suits cautious investors seeking stable income and lowest risk of capital loss.
Min investment $10 000
Balanced Income
Suits investors seeking stable income and happy with moderate growth / moderate risk of capital loss.
Min investment $10 000
Robust Growth
Suits investors looking for strong long-term growth, where income is not the priority.
Min investment $10 000
Maximum Growth
Suits a long-term time horizon and aims to achieve highest growth possible by taking the highest risk of our four portfolio categories.
Min investment $10 000
Defensive Income
Suits cautious investors seeking stable income and lowest risk of capital loss.
Min investment $10 000
Balanced Income
Suits investors seeking stable income and happy with moderate growth / moderate risk of capital loss.
Min investment $10 000
Robust Growth
Suits investors looking for strong long-term growth, where income is not the priority.
Min investment $10 000
Maximum Growth
Suits a long-term time horizon and aims to achieve highest growth possible by taking the highest risk of our four portfolio categories.
Min investment $10 000
Step 3
Enter your investment amount
Your investment amount
Minimum investment is $-
Your fees and costs
All fees and costs are inclusive of GST.
Your fees explained
No hidden fees or charges
Simple and all-inclusive
NO exit fees
Management Fee
Part of which is paid to the manager for making investment decisions for your portfolio, and part of which is retained by the Administrator for their services in administering your portfolio. This fee is deducted directly from your account.
Indirect Cost
Which is the cost of any underlying managed funds and/or ETFs in this Model Portfolio. This amount is not deducted from your account, but is charged within any managed fund or ETF present in your portfolio.
Transaction Cost
Which is an estimate of the costs incurred in transacting for your portfolio over this time period, including transaction costs levied by the Administrator and those charged by any underlying managed fund in this Model Portfolio via what is called the buy-sell spread.
One-off entry cost
Entry Cost, is the one-off cost of transactions to invest $0 into this model portfolio, which is $0.

TRANSPARENT FEES
Open and honest pricing
With OpenInvest you access world-class expertise for an all-inclusive low cost competitive management fee that covers research, asset allocation, ongoing portfolio optimisation administration and full tax and performance reporting.
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