Spaceship Voyager, launched in May 2018, aims to make investing in a diversified portfolio simple, convenient and affordable.
With Spaceship Voyager, customers can choose to invest in one or more of three diversified portfolios:
The Spaceship Origin Portfolio is a rules-based portfolio investing in 200 of the largest global and Australian companies by market capitalisation.
The Spaceship Universe Portfolio invests in world-changing companies that meet our “Where the World is Going” criteria.
The Spaceship Earth Portfolio invests in companies that have or are expected to have a positive impact on people and the planet.
No minimum investment
There is no minimum for making a one-off investment in a Spaceship Voyager portfolio.
Investment plans are subject to a minimum recurring amount of $5.
We charge a monthly fee of $2 / month for the Spaceship Voyager portfolios.
You are only charged the monthly fee when you have at least one Spaceship Voyager portfolio with a balance of $100 or more at any time during the month.
You are only charged one monthly fee, no matter how many portfolios you have.
We charge a percentage-based management fee to our Spaceship Voyager portfolios, of:
Spaceship Origin Portfolio
0.15% / year
Spaceship Universe Portfolio
0.50% / year
Spaceship Earth Portfolio
0.50% / year
The management fee accrues daily and is payable monthly in arrears. It is deducted from each fund’s assets and reflected in each fund’s unit price.
All fees and costs are inclusive of GST and net of any reduced input tax credits.
No other fees or costs apply.