Is my balance in Simple Plus included when calculating my overall management fees from all investment portfolios?

No. We calculate the fees for Simple Plus separately, so your portfolio’s balance doesn’t count towards your total assets under management when we calculate the management fees for your investment portfolios.

The management fee for Simple Plus is 0.05% p.a. for any amount invested. And to celebrate the launch, this fee is currently waived until 30 June 2023! The projected rate is inclusive of the fee waiver.