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PortfolioOne Investment Service
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PortfolioOne Investment Service enables you to develop the best strategies for your particular investment goals.
Learn more about the PortfolioOne product range.
Features at a glance
| General |
| Who can invest |
You must be at least 18 years of age and a resident of Australia for taxation purposes. |
| Investment options |
Managed funds
ASX listed CHESS eligible securities |
| Minimum investment |
$50,000 | |
| Charges |
| Contribution fee |
Up to 4.0% |
| Administration fees |
| Contribution Fee |
$0 - $100,000
$100,001 -$250,000
$250,001 -$500,000
$500,001 - $1,000,000
$1,000,001 - $2,000,000
Balance over $2,000,001 |
1.73% p.a.
1.44% p.a.
0.92% p.a.
0.70% p.a.
0.55% p.a.
0.40% p.a. |
| Nil Contribution Fee option A and B |
$0 - $100,000
$100,001 -$250,000
$250,001 -$500,000
$500,001 - $1,000,000
$1,000,001 - $2,000,000
Balance over $2,000,001 |
2.23% p.a.
1.94% p.a.
1.42% p.a.
1.20% p.a.
1.05% p.a.
0.90% p.a. |
| Net Operator Fee option |
$0 - $100,000
$100,001 -$250,000
$250,001 -$500,000
$500,001 - $1,000,000
$1,000,001 - $2,000,000
Balance over $2,000,001 |
0.99% p.a.
0.70% p.a.
0.35% p.a.
0.30% p.a.
0.15% p.a.
0.00% p.a. |
| Minimum administration fee of up to $50 per month applies. Member fee of $5 per month |
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| Administration fees (PortfolioOne Cash Management Service) |
Please refer to the PortfolioOne CMS Product Disclosure Statement |
| Investment management fees |
These fees apply to the underlying wholesale managed funds - please refer to the disclosure document for each of the managed funds |
| Switching fees |
Not charged |
| Share trading - brokerage charges |
Please refer to 'Share transaction costs' in the Financial Services Guide (which incorporates the Investment Guide) |
| Buy and sell differential |
May apply to an investment in a managed fund - please refer to the disclosure document for each of the managed funds |
| Fee aggregation |
Yes |
| Withdrawal fee (Nil Contribution Fee option A only) |
Up to 4% reducing by 0.2% per quarter for up to five years |
| Reporting |
Quarterly Investor Reports, Annual Investor Reports, Annual Income Tax and Capital Gains Tax Statement and Guide | |
| Account features |
Minimum cash withdrawal
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$500 |
Minimum cash balance
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$5,000 recommended |
| Minimum additional investment |
$250 |
Auto cash management facility
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Yes |
Regular investment plan*
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Yes - Minimum $250 per month* |
| Dollar cost averaging |
Yes |
| Transfer assets |
In - yes (managed funds on Investment Menu and ASX listed CHESS eligible securities)
Out - generally yes |
*We reserve the right to vary any minimum requirements specified above or to impose new minimum requirements (relating to balances, transactions or fees) in the future and we will give you 30 days notice of any increases in such a minimum requirement.
We may change the amount of fees or impose new fees from time to time. We will give you 30 days notice of any increases in fees or new fees. | |
| Contact details |
Issuer name
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ING Custodians Pty Limited
ABN 12 008 508 496
AFSL 238346 |
Head office
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347 Kent Street
Sydney NSW 2000 |
| Phone enquiries |
1800 005 043
(Customer Services) |
Postal address
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Locked Bag 50
Australia Square NSW 1215 |
Internet
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http://www.portfolioone.ing.com.au (login required) |
| Email |
wrap@portfolioone.ing.com.au | |
Investment Selection
When you invest through PortfolioOne Investment Service, you can access an extensive menu of managed funds or invest directly in shares (ASX listed CHESS eligible securities).
Before selecting your investment portfolio, you should consider the type of returns you are trying to achieve, the level of risk you can tolerate in order to achieve those returns, and how long you intend to hold your investment.
With help from your financial adviser, select investments that match your investment goals, and are in line with your risk and return profile.
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The information provided in this table is a brief outline of the major features of PortfolioOne Investment Service. It is intended as a quick and easy reference source for investors. The table should not be used as a substitute for reading the Financial Services Guide (which incorporates the Investment Guide) (FSG) prior to you making any decision to invest through PortfolioOne Investment Service.
The Investor Directed Portfolio Services Guide (IDPS Guide) (incorporating the FSG) is issued by ING Custodians Pty Limited ABN 12 008 508 496 RSE L0000673 AFSL 238346 and is available from your financial adviser. Before acqquiring the product or deciding whether to continue to hold the product, you should consider the FSG.
This material has been prepared without taking into account your particular investment objectives, financial situation and needs.
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