Netwealth Global Specialist Series (GSS) Funds and Models

The Netwealth Global Specialist Series has been designed to enable the construction of diversified investment portfolios that are simple to manage.

Features

The building blocks for a low-cost investment portfolio

By combining Netwealth Accelerator Core accounts with the Netwealth GSS managed funds and models, you can build cost-effective investment portfolios, the way you want. Create diversified or single sector portfolios through a variety of index or active management styles.

Managed funds

BlackRock GSS Index funds

Access a suite of asset class specific index-tracking solutions including Australian & international bonds, Australian & international equities (hedged and unhedged) and Australian listed property. These funds aim to closely mirror the performance of the index benchmarks

BlackRock GSS Index Plus funds

Explore customised diversified investment solutions through BlackRock's GSS Index Plus Funds. Designed for specific risk-return profiles, these models employ a mix of managed funds and ETFs. Utilising both active and passive strategies, the asset allocation is reviewed annually, catering to investors with varying risk tolerances.

Russell Investments GSS Active funds

Engage with a diverse set of investment solutions through Russell's GSS Active funds. Employing tactical asset allocation, these funds invest in underlying actively managed Russell managed funds. The asset allocation is actively managed on an ongoing basis, and the funds cater to a wide range of risk profiles.

Managed models

BlackRock GSS Diversified Index Models

Utilise a suite of managed index models with a focus on strategic asset allocation across multiple asset classes utilising underlying managed funds, and cash. These models employ passive investment strategies and the capital markets and strategic asset allocation are formally reviewed annually.

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BlackRock GSS ESG Screened Models

Benefit from an expanded range of model portfolios that invest in ESG funds and ETFs. Employing passive ESG screened investment strategies, these models provide a diversified exposure to all standard asset classes investing in managed funds, ASX-listed ETFs, and cash. The capital markets views and strategic asset allocation are formally reviewed annually.

Milliman SmartShield GSS Series

Access portfolios centred on risk management with an aim to provide performance while mitigating downside risks. These models employ Milliman's SmartShield risk management techniques across a diversified range of asset classes such as ETFs, managed funds, and cash. The portfolios are designed to cater to various investment objectives and risk appetites.

Lonsec GSS Index Plus Models

Access diversified managed account models backed by Lonsec’s robust research capabilities. Employing a core-satellite approach, these models blend low-cost index funds with actively managed assets. The portfolios typically consist of growth and defensive assets such as Australian and global equities, property, and fixed interest.

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Compare your options

Wealth Accelerator and Super Accelerator come with two product versions, giving the choice of a low cost Accelerator Core investment menu and more expansive Accelerator Plus menu. With Accelerator Core, leverage a low 0.15% Administration Fee^ and get the investment options to build diversified portfolios.

 

Netwealth Global Specialist Series (GSS) funds & models, plus a selection of other managed models^^

Super/Wealth Accelerator Core
Super Accelerator Plus
Wealth Accelerator Plus

Term deposits and annuities

Super/Wealth Accelerator Core
Super Accelerator Plus
Wealth Accelerator Plus

600+ Managed funds and models

Super/Wealth Accelerator Core
Super Accelerator Plus
Wealth Accelerator Plus

ASX listed equities

Super/Wealth Accelerator Core
Super Accelerator Plus
Wealth Accelerator Plus

International Equities

Super/Wealth Accelerator Core
Super Accelerator Plus
Wealth Accelerator Plus

Sophisticated/wholesale investments^^^

Super/Wealth Accelerator Core
Super Accelerator Plus
Wealth Accelerator Plus

Domestic and international bonds^^^

Super/Wealth Accelerator Core
Super Accelerator Plus
Wealth Accelerator Plus

Foreign currency accounts^^^

Super/Wealth Accelerator Core
Super Accelerator Plus
Wealth Accelerator Plus

^The 0.15% administration fee applies to account balances up to $750,000 and is subject to additional fixed and minimum fees. For complete fee details, view the disclosure document for Super Accelerator and Wealth Accelerator.
^^The GSS Managed Models are available in certain versions of the Netwealth Managed Account and may not be available to you. Refer to the PDS provided to you for the Netwealth Managed Account.
^^^Wealth Accelerator Plus only. A range of investments offered under an Information Memorandum (IM) are available to clients who meet the definition of 'Sophisticated Investor’ or ‘Wholesale Client’ as outlined in the Corporations Act, available through the Wealth Accelerator Plus 'Premium Service'.

Resources

More information

Want more information on our GSS funds and models? Our resources section has everything covered.

Wondering what to do next?

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Contact a BDM

If you want a hands-on experience, we can organise a quick online demonstration of some of the key features of the platform and our service.

Schedule a demo

For those who prefer, email us, give us a call or even drop in.

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Insights

 

Latest: Managed accounts during volatility and beyond

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Special reports: Take a deep dive

Our collection of guides take a deep dive on topics including AdviceTech, managed accounts and cultural trends.

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Podcasts: Between Meetings with Matt Heine

Netwealth's Matt Heine chats to industry thought leaders on the opportunities  they see for financial advisers.

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Webinars: Grow your Business IQ

Recordings from our monthly webinar series, covering a range of  topics presented by industry professionals.

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