What is a Bundle?
A Bundle lets you buy multiple securities together as a single packaged trade, weighted according to pre-set allocations.
Each Bundle includes a short description of the theme. You can find this in the Bundle detail page before you buy.
Where can I find Bundles?
Log in to the Selfwealth app and go to Discover. Bundles appear alongside the markets you can access.
What brokerage applies to Bundles?
A brokerage fee applies to each security listed under the bundle. A 30% discount applies to the brokerage fee on each security purchased through a Bundle.
What happens if I sell one security from a Bundle?
Each security is held individually under your HIN, so you can sell any holding at any time. Standard brokerage applies to individual sell orders. Selling one does not affect your other holdings.
When can I buy a Bundle?
During ASX market hours only. Orders cannot be queued outside of market hours.
Which markets are Bundles available on?
Bundles are currently only available on the ASX.
Is there a minimum investment amount?
Yes. Each security within a Bundle requires a minimum purchase of $500, plus the applicable cash buffer. As an example, if there are 4 securities listed under a bundle the minimum purchase price will be $2000 plus the applicable cash buffer.This applies even if you already hold some of the securities in the Bundle.
Are Bundles available to purchase via our Web application?
Not currently. Bundles are available on the Mobile app only.
Is Bundle investing financial product advice?
No. Bundles are not a financial product and do not constitute general or personal financial product advice. All bundles have been prepared without taking into account your personal objectives, financial situation, or needs. Before investing, please review the Bundle composition carefully and consider whether it is appropriate for you. Speak with a licensed financial adviser if you require advice tailored to your circumstances.
What happens if my entire order cannot be filled?
If the full order does not fill, any unfilled amount will remain as a limit order which will expire at the end of the day. Should you wish to amend this order, ensure it is done before the order expires.
What order types are supported?
Market orders only. Limit orders are not supported for Bundles at this time.
Is auto-invest available on a Bundle?
No. Auto-invest is not available at this time for Bundles.