AtlasTrend

How it works

AtlasTrend allows you to easily diversify via actively managed funds built on trends impacting our world like big data, online shopping, baby boomers and clean disruption. The funds are assessed on factors such as macro-economic, technological, environmental, and social changes that's influencing the global economy and society. It takes minutes to create an account, and unlock full transparent information on what the Trends invest in, plus members exclusive investing insights free for 7 days. You can start investing from $1,000 lump sum or $100 monthly, all online with performance tracking 24/7. The funds are also available via HUB24 Invest Menu.

Category

• General Information
• Investing

Type of help

• DIY Tool

Where can I get this?

Online

Are there any other availability restrictions?

Services Offered

Will I learn what type of risk taker I am?

No

Will it produce a financial plan?

No

What types of investments are available?

Shares
Unlisted Managed Funds

How many investment portfolio options are available?

Four actively managed funds

Where can I invest?

• International

Who manages my investments?

AtlasTrend

In whose name are investments held?

Your Name

Is there professional research available on the investment options?

Yes (AtlasTrend)

Will it allow me to trade automatically?

Yes

Will it automatically rebalance my portfolio?

Yes

Will it provide reports on my investment performance?

Yes

Cash management account

No

Automated alerts and updates

Yes

Can I access other professional help through this service?

• No

On which platform can I use this?

• Computer
• Tablet
• Smartphone

Account opening & closing

How do I create an account?

Online

Account opening speed

• 5 minutes

Will it capture my personal financial information automatically?

No

Will I be asked questions about my situation?

No

How fast can I get my invested money back?

> 3 Days

Who it's for

Accessable by

Myself

Life stage

• Starting Out
• Mid-Career
• Established
• Retiring
• Winding Down

Type of customer

• Consumer
• Wholesale Investor (>$250k p.a income or $2.5m assets)
• SMSF

Advice stage

Implement Financial Plan

What is the minimum amount I have to invest?

$100

What is the minimum amount I have to be earning?

Not Applicable

Customer service & support

Is there general financial education information provided?

Yes

Customer support

• Email
• Phone
• Live Chat
• FAQ

Who do I complain to as a last resort?

• Australian Financial Complaints Authority (AFCA)

What it costs

Fee structure

• Commissions Based On Portfolio
• Fees Based On Value of Assets

Minimum contract period

Not Applicable

Free Trial

1 Week

Payment method

• Not Applicable

Is it legitimate & secure

Trading name

AtlasTrend Pty Ltd

Who owns the company

Privately-owned

Who runs the business

• Kent Kwan, Jade Ong, Kevin Hua

Date founded

2015

Number of staff

11-50

Security & Regulatory Compliance

Will it verify my identity?

Online

Will it send me a confirmation security number to sign-up?

Yes

Are my records destroyed when I leave?

Unknown

Is there detailed documentation about the product?

Yes

What company holds the financial license?

Fundhost Limited

Financial Services Guide?

Not Applicable

Contact Information

Website

Visit website

Email

Send email

Phone Number

1800 589 778

Address

Level 3, 478 George Street, Sydney NSW 2000

Social Media