Simplify portfolio construction
The Netwealth Global Specialist Series has been designed to enable the construction of diversified investment portfolios that are simple to manage.
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, single sector, or concentrated portfolios through a variety of index or active management styles.
These funds, invested with Blackrock, are for those who prefer to take an index approach to a specific asset class, whether it be an exposure to Australian or global bonds, property, Australian or international shares.
These Index Opportunities funds, invested with UBS, are for those who want the benefit of active asset allocation management that actively seeks opportunities from valuation discrepancies between indexes, but also seeks the value-add of investment selection and fund manager selection.
These Active funds, invested with Russell Investments, are for those who are seeking diversification across multiple asset classes, investment strategies, investment managers and styles
These diversified managed account models invest using the Netwealth GSS index managed funds and are particularly suitable for price sensitive clients who are looking for a diversified, one-stop solution for their investments.
Let one of our experienced BDMs pay you a visit to discuss how our platform can be configured to meet your business needs.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.Get in touch
2019 Netwealth AdviceTech report
Get a comprehensive view of all 26 AdviceTech. Access the research report, articles, videos and team workshop.
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