Raiz Super reaches $70 million
Raiz Super now has over $70 million in funds under management (FUM).
Just like a bank account or your Raiz Account, superannuation is your money. That’s why we want you to feel confident and connected to your future, enabling you to view all your investments in one place, on your mobile phone, through the Raiz App.
Features
- Raiz users can invest in the six Raiz portfolios for your superannuation as you would for your investment account (excl. Sapphire Portfolio).
- Auto/scheduled voluntary contribution – set up a recurring investment to get ahead with your future.
- Raiz Rewards directly into your Superannuation Account when you shop with partners.
- Easily track performance in the same way you track your current Raiz Account with a clear history and a clear performance of the fund.
- Ability to switch portfolios at no extra cost, as friction-free as with the normal Raiz Account.
- All your personal information, statements & financial value in one place.
Performance
The performance of all Raiz portfolios can be found here. Please refer to the product disclosure statement for more detail. Past performance is not a guarantee of future performance.
Fees?
Our ambition is to give you an easy and affordable way to invest and build wealth for your future. Raiz Invest Super fees place it in the bottom 25% or lowest quartile for accumulation superannuation funds on the market (based on a SuperRatings review of over 440 superannuation funds). Please refer to the product disclosure statement for more detail.
Do I have to select the same portfolio as my non-Super Raiz Invest?
No, you can select a different portfolio to your non-Super Raiz account. Raiz constructs six diversified portfolios (including a Socially Responsible option) with the help from the Nobel Prize winning economist and father of Modern Portfolio Theory, Dr. Harry Markowitz.
How do I join/roll over to Raiz Super?
To join, download the latest version of the app. Go from the menu > Raiz Super & go through the steps. Enter your TFN, current Super member number and fund you are currently with and you will be on the move.
If you want our team to do it – that’s easy – email us on support@raizinvest.com.au or call us on 1300 754 748, then provide your TFN, your current Superannuation fund name and member number and explicity request your intention to roll into the Raiz super fund.
Thank you again for your ongoing support. We look forward to your feedback on Raiz Super through support@raizinvest.com.au or 1300 754 748, as we strive to continue improving the financial confidence of our Raiz community.
Articles in Media:
Investor Daily – ‘Raiz Invest enters superannuation market’
Super Review – ‘Raiz Invest adds super feature to wealth app’
Important Information
The information on this website is general advice only. This means it does not take into account any person’s particular investment objectives, financial situation or investment needs. If you are an investor, you should consult your licensed adviser before acting on any information contained in this article to fully understand the benefits and risk associated with the product.
A Product Disclosure Statement for Raiz Invest and/or Raiz Invest Super are available on the Raiz Invest website and App. A person must read and consider the Product Disclosure Statement in deciding whether, or not, to acquire and continue to hold interests in the product. The risks of investing in this product are fully set out in the Product Disclosure Statement and include the risks that would ordinarily apply to investing.
The information may be based on assumptions or market conditions which change without notice. This could impact the accuracy of the information.
Under no circumstances is the information to be used by, or presented to, a person for the purposes of deciding about investing in Raiz Invest or Raiz Invest Super.
Past return performance of the Raiz products should not be relied on for making a decision to invest in a Raiz product and is not a good predictor of future performance.
