SiimplyInvest

Pick a mix. It stays that way

Managed portfolios for the long run. Choose how much of your money sits in shares and how much in bonds, and the portfolio is kept on that mix for you.

Pick a mix

Shares
60%
Bonds
40%

Takes some risk and values spreading it.

$ you pay $10.00–$20.00 in fees.

The management fee is 1–2% a year, worked out daily and taken monthly. Example only.

  1. 1

    Answer five questions

    How long you plan to invest, what you are investing for and how you feel when markets fall.

  2. 2

    Get a mix

    Your answers point to one of four portfolios, from mostly bonds to almost all shares.

  3. 3

    It is kept on target

    Markets push the mix around. The portfolio is watched and rebalanced back to its target.

  4. 4

    Take money out any time

    No lock-ups. Withdrawals wait only for the underlying ETFs to settle.

What is inside

Portfolios are built from ETFs and similar funds chosen for broad market exposure and low cost, matched to the risk level you picked.

Or pick every share yourself

Buy single shares on the ZSE, VFEX and US exchanges from the same wallets.

  • Four order types

    Market, limit, stop and stop-limit, depending on the share and its exchange.

    See how each one fills

  • Fractional US shares

    Put $10 into a share that costs $400. US stocks and ETFs only.

  • Next-day settlement in the US

    US trades settle T+1, one business day after the trade. ZSE and VFEX follow local settlement.

  • Dividends paid in

    Paid into your account on the company’s schedule. US dividends may have tax withheld.

    How US dividends are taxed

  • Bring shares across

    Move US holdings in from another broker by ACAT transfer, usually in 5–7 business days, or move them out.

  • Lend shares you are not using

    Opt in to fully paid securities lending and earn lending income. You keep ownership and can sell any time.

Lay your first stone

Download Siimply Trade for iPhone or Android and open your account in a few minutes.

Get the app