View the entire Frequently Asked Questions (FAQs)

If my portfolio loses its value and falls below the minimum amount required to invest initially, do I need to deposit more cash?

No.

For the Individual and Joint account types, the minimum initial investment through a QuietGrowth portfolio is $2,000. However, if your portfolio value falls below $2,000, then you will not be required to deposit more cash to ensure that the portfolio value is at least $2,000.

For the SMSF and Trust account types, the minimum initial investment through a QuietGrowth portfolio is $10,000. However, if your portfolio value falls below $10,000, then you will not be required to deposit more cash to ensure that the portfolio value is at least $10,000.