Invest regularly, automatically

A Regular Investment Plan lets you automatically invest into the managed funds you choose, on a schedule that works for you. Start from $50 per fund, choose how often you’d like to invest, and let your plan take care of the rest.

Set up a Regular Investment Plan

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A simple way to keep investing

You don’t need to remember to log in and place an order every time you want to invest.

With a Regular Investment Plan, you choose how much you want to invest, the funds you want to invest in and how often you want your plan to run.

Once it’s set up, your investments happen automatically as long as there’s enough money available in your InvestNow Transaction Account.

How a Regular Investment Plan works

Choose how much to invest

Decide how much you’d like to invest each time your plan runs.

The minimum is $50 per fund included in your plan.

Choose your funds

Select the managed funds you’d like to invest in and decide what percentage of your total investment should go into each one.

Choose how often

Set your plan to run weekly, fortnightly, monthly, quarterly or every six months.

Choose your start date and, if you want, an end date.

Keep your account funded

Your investments are paid for using the available cash in your InvestNow Transaction Account.

You can set up an automatic payment from your bank to top it up before your plan runs.

Set up a Regular Investment Plan

Build a plan around the way you want to invest

Your Regular Investment Plan can include one fund or a combination of managed funds.

Each time your plan runs, InvestNow uses your chosen percentages to place your investment orders.

Because the minimum investment is $50 per fund, the amount you’re investing needs to be enough to meet the minimum for each fund you’ve included.

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Example

Investing $200 each time your plan runs

50%

Fund A

$100

25%

Fund B

$50

25%

Fund C

$50

Total per plan run

$200

Why invest regularly?

Regular investing can be a practical way to build an investment portfolio over time.

Make investing a habit

Automating your investments means you don’t need to remember to manually place an order every week, fortnight or month.

Start with a smaller amount

While one-off managed fund investments through InvestNow start from $250 per fund, a Regular Investment Plan lets you start from $50 per fund.

Keep investing through different markets

Regular investing means investments are made according to your schedule rather than relying on you to decide when the “right” time to invest might be.

Markets will rise and fall, and regular investing doesn’t protect you from investment losses, but it can help you maintain a consistent approach over time.

Change your plan when you need to

Your investment goals and circumstances can change. You can update your Regular Investment Plan through your InvestNow account when you need to.

Regular Investment Plan FAQs

How much do I need to start?

The minimum investment is $50 per fund included in your Regular Investment Plan. For comparison, one-off managed fund investments through InvestNow generally start from $250 per fund.