How does it work?

Find out if AtlasTrend is for you - benefits, costs & who can invest. Discover how AtlasTrend can help you learn, invest & grow.

Jade Ong avatar
Written by Jade Ong
Updated over a week ago

Here for the first time? Watch this 2-minute video for an overview of how it works.


How does investing with AtlasTrend work?

Welcome to a new approach to managed fund investing. It's completely transparent and hassle-free. Simply select the Trend you would like to invest in and AtlasTrend’s investment team will actively monitor and manage every Trend you invest in. 


What do I get as an AtlasTrend member?

Learn, invest, grow with AtlasTrend!

Learn

Get access to "The Atlas", an exclusive hub that helps members easily explore the world of investing:

  • Increase your investing knowledge with unlimited access to AtlasTrend's investment insights and ideas.

  • Empower your investing experience by seeing exactly what AtlasTrend's managed funds invest in and why.

You can use this information to guide your own investment, or easily kick start your global investment journey by investing in one or more Trends.

Invest

  • You choose which Trend to invest in, we manage the rest.

  • Hassle-free online investing start investing with $1,000 lump sum or $100 on a monthly savings plan, with direct access to the team managing your money.

  • Receive end of year statements to help with preparing your tax returns.

Grow

  • Easily track your investment performance 24/7 securely online.

  • Be part of a community of investors growing your investment knowledge and investing in long term trends transforming the world.

  • Get a monthly scoop into what's happening in the global markets plus the strategy and performance of the Trends


Who can invest with AtlasTrend?

Whether you're new to investing or or want to diversify your investments globally, with AtlasTrend you can invest with purpose in the trends you believe in that provides a basis for long term investment returns. AtlasTrend helps:

  • New investors wanting to learn about investing and build up your investment portfolio. 

  • SMSFs and experienced investors wanting a more engaging and transparent way to easily diversify into international shares and access megatrends.

  • Busy professionals seeking smart investments with easy account set up, ongoing professional active management, and simple tax reporting.

  • Families wanting to build long-term wealth and invest for your children's future. 


What are the fees payable to AtlasTrend?

It costs nothing to sign up for a 7-day free trial to see if AtlasTrend is right for you. 

  • Receive full access to our valuable investing information for 7 days. 

  • No credit card required. Cancel anytime if you haven't invested with AtlasTrend.

Once you start investing, you'll continue to enjoy full membership benefits. 

  • No membership fees for investors. 

  • 1.09% yearly management fee and costs applies (including ordinary expenses paid to third parties capped at 0.10% yearly) and a triggered based performance fee if the Trends outperform the benchmark Index and the return is positive. More about investing fees.

After 7 days, if you’re not quite ready to invest, you can join our Learn membership to continue accessing the default member perks. 

  • Learn membership is $9/month (paid annually) or $10/month (paid monthly). 

  • Once you're ready to invest, no more membership fees apply and you can continue to gain full access to AtlasTrend's members investing hub.


Want to learn more?

Sign up for a free 7-day trial and we'll guide you along the way. There is no obligation to invest. 


For an important notice about the service we provide, click here.

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