Introducing: Plus Portfolios - Raiz Invest

We are excited to announce the launch of Plus, a ground-breaking new feature on the Raiz platform. Plus portfolios are taking customisation to a whole new level, empowering Raiz users with the ability to build fully personalized portfolios that include single stocks on the ASX, ETFs, bitcoin, and Aussie residential property.

Plus allows you to construct a fully customized portfolio based on your unique financial goals, needs and circumstances. Starting with one of Raiz’s pre-built portfolios, you can now allocate percentages to different asset classes, including up to 50 well-known stocks on the ASX. This innovation gives you unprecedented control over your investment strategy.

Plus has been designed with an easy-to-use interface for a seamless experience. Intuitive menus allow you to browse and make edits to your portfolio at your own pace, allocating specific percentages to different asset classes, such as ETFs, the Raiz Property Fund, bitcoin, and now, single ASX-listed stocks.

Plus portfolios offer more than just investment flexibility. You have the option to choose a name and colour for your portfolio, adding a personal touch that reflects your unique style and preferences. This level of customization makes your Raiz Plus portfolio truly your own.

We are thrilled to announce that Plus is now available to both existing and new Raiz customers, accessible through mobile and desktop devices. Whether you are a seasoned investor looking to fine-tune your strategy or a beginner seeking a personalized approach, Plus portfolios are here to help you unlock your full investing potential. Before deciding whether Raiz is right for you, please refer to PDS and TMD for more details on the product and fees.






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Important Information

Raiz Invest Australia Limited – Authorised Representative of AFSL 434776. The Raiz Invest Australia Fund and Raiz Property Fund are issued in Australia by Instreet Investment Limited (ACN 128 813 016 AFSL 434776) a subsidiary of Raiz Invest Limited and promoted by Raiz Invest Australia Limited (ACN 604 402 815).

Raiz Invest Super is a Division of AMG Super and is issued by Equity Trustees Superannuation Limited (AFSL 229757, RSE Licence No L0001458) as Trustee of AMG Super.

If you have read all or any part of our email, website, or communication then you need to know that the information is general information only and does not take into account of your personal financial situation, goals or needs. You should obtain financial advice tailored to your circumstances by a licensed professional adviser, as we are not authorised to provide personal financial advice.

A Product Disclosure Statement (PDS) and Target Market Determination (TMD) for Raiz Invest Australia Fund, Raiz Invest Super and Raiz Property Fund (together, the Products) are available on the Raiz Invest website and App. Please read and consider the PDS and TMD to understand the risks and determine if the Products are suitable for you. The risks and fees are fully set out in the PDS and include the risks that would ordinarily apply to investing.

Any returns shown or implied are not forecasts and are not reliable guides or predictors of future performance.

Under no circumstance is the information to be used by, or presented to, a person for the purposes of deciding about investing in the Products.

This information may be based on assumptions or market conditions which change without notice and have not been independently verified.

Any opinions or information expressed are subject to change without notice.

Home loans are subject to approval from the lending institution and Raiz Home Ownership makes no warranties as to the success of an application until all relevant information has been provided.

Raiz Home Ownership Pty Ltd (ABN 14 645 876 937), an Australian Credit Representative number 528594 under Australian Credit Licence number 387025. Raiz Home Ownership Pty Ltd is 100% owned by Raiz Invest Australia Limited (ABN 26 604 402 815).