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.
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.Learn more
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.
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.
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.Learn more
^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'.
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