Affordable.
Easy.
Transparent.
Affordable.
Investing should
be for everyone
Account under
$1,000?
Pay $0 in account and investment management fees
$1,000 or more
invested?
Pay a monthly account fee of $4.50 and a percentage-based investment management fee
Investing for
impact
Three expertly curated and diversified ethical portfolios for a range of investment goals.
Download the app to start investing today
Monthly account and
management fees
Balances under $1,000: $0 per month
Balances over $1,000: $4.50 per month
- No fees to enter or exit.
- No contribution fees.
- No performance fees.
+
Three diversified ethical
portfolios to choose from
0.35% p.a
investment management fee
What is it?
Designed for investors with short term goals of 2+ years.
A ‘conservative’ portfolio that has been structured for low to medium risk.
0.50% p.a.
investment management fee
What is it?
Designed for investors seeking to build long term wealth with goals of 5+ years.
A portfolio that aims to achieve stronger returns than the Fixed Income option, and will likely incur more fluctuations in performance.
0.80% p.a.
investment management fee
What is it?
Designed for investors seeking to build long term wealth with goals of 7+ years.
A portfolio that aims to achieve stronger returns than Fixed Income and Balanced options, and will likely incur more fluctuations in performance.
Your investment will also be subject to indirect costs, which may reduce the investment return on your investment, and, depending on your account activity, a buy/sell spread. See our PDS and Investment Guide for more information on fees and costs – or contact one of our friendly member services team members who would be happy to help.
We seek uncompromising returns
As at 31/1/24
We proudly strive for strong returns for our
members while using the power of capital for good.
| Fixed Income | Balanced | High Growth | |
|---|---|---|---|
| 1 month | -0.04% | 0.16% | 0.27% |
| 3 months | 3.20% | 8.58% | 10.84% |
| 6 months | 3.05% | -0.38% | -1.83% |
| 1 year | 4.01% | 4.46% | 5.62% |
| Since inception (p.a.) | 4.62% | 5.09% | 6.61% |
* Past performance is not an indicator of future performance. Returns for each investment option are calculated in Australian dollars using net asset value per unit at the start and end of the specified period. Investment option inception dates for performance calculation purposes are as per below:
- Fixed Income - 12th December 2022
- Balanced and High Growth - 28th December 2022
Unit Prices
As at 28/03/24
What is a ‘unit price’? As an investor in a managed fund like Verve Money, you own units in one or more of our three ethical portfolios. How much money you have invested overall is decided by the value of those units and how many of them you have. For more info, please check out this blog.
Unit prices are calculated each weekday and are published monthly. You can see historical pricing by clicking the 'Download' links above. If you need more information, please contact us at hello@vervemoney.com.au. Past performance is not a reliable indicator of future returns.
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