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The Investment Access Funds (Funds) are managed funds offered by Q Invest.
The Funds give you the opportunity to access a broad range of investments in the areas of cash, fixed interest, shares and property. But unlike superannuation, you can access the money in your Fund(s) whenever you need to. You should remember though, as all of the Investment Access Funds contain some growth assets they usually should be held for the medium to long term.
The Investment Access Funds provide you with a low cost investment alternative and a range of benefits including:
> Competitive fees - so that more of your money is working for you.
> Professional management - we utilise QIC - a large fund manager with a proven track record.
> Diversification - the opportunity to access a broad range of investments within each of the major investment types.
> Access to your money - the flexibility to withdraw your money at any time. To achieve your investment's potential we recommend investing for the medium to longer term depending on your investment choice.
> Regular Savings Plan (RSP) - the Funds offer a RSP to allow you to add to your investment on a regular basis over time, taking advantage of dollar-cost averaging.
> Simplicity - an easy way to invest in a diversified portfolio.
|
Features | ||
|
Minimum initial investment |
$2,000 per Fund (lump sum) or | |
|
Minimum additional investment |
$500 per Fund (lump sum) or | |
|
Minimum withdrawal |
$500 per Fund | |
|
Minimum switch |
$500 per Fund | |
|
Minimum balance |
$1,000 per Fund | |
|
Access to investment |
Usually within 10 working days of receipt of request | |
|
Distribution frequency |
Half yearly as at 30 June and 31 December | |
|
Reporting frequency |
Half yearly as at 30 June and 31 December. | |
|
Valuations |
Daily | |
|
Fees | |||
|
Entry fee |
Nil | ||
|
Exit fee |
Nil | ||
|
Switching fee |
Nil | ||
|
Management Costs |
Up to and including $200,000 |
Over $200,000 | |
| Conservative Growth |
1.25% p.a. |
0.925% p.a. | |
|
Balanced Growth |
1.45% p.a. |
1.075% p.a. | |
|
Aggressive Growth |
1.55% p.a. |
1.125% p.a. | |
|
Australian Shares |
1.50% p.a. |
1.100% p.a.. | |