Disclosure Documents

To download the Product Disclosure Statement for any of the netwealth Global Specialist Series, please click on the link below that relates to the fund of your choice.

Index Opportunities

Active Diversified

Single Sector

The netwealth Global Specialist Series Funds Information Guide forms part of the above Product Disclosure Statements and contains important additional information about the funds.

The updated strategic asset allocation ranges for the multi-sector funds are located on the relevant fund page under the 'Products & Services' tab. This information updates section 5 "How we invest your money" in the Product Disclosure Statements.

Who can invest in the Global Specialist Series funds

Investments in the Global Specialist Series funds can only be made through a netwealth superannuation or wrap service account such as Super Accelerator or Wealth Accelerator (a ‘platform account’). From 1 July 2015 netwealth will no longer accept direct applications to invest in the Global Specialist Series funds. To invest in the Global Specialist Series funds you must have an existing netwealth platform account or you can open a new platform account.

Existing direct investors in the Global Specialist Series funds may make additional deposits to existing accounts.

Forms