Invest your super with Montgomery
Invest your super, your way, with Super Accelerator Plus, and discover thousands of investment options, including a range of managed funds and a managed account option from Montgomery Investments.
Montgomery Investments
Super investment options from Montgomery
With Super Accelerator Plus, you can invest your super in a range of funds and models, across different asset classes, offered by Montgomery and their specialist investment managers.*
The Montgomery Fund
The Fund typically invests in a high conviction portfolio of 20 to 40 company names listed on the ASX and NZX. Montgomery is a value investor dispassionately applying a highly disciplined and fact-based investment process, which focuses on investing in what Montgomery regards as extraordinary businesses trading at attractive valuations.
Montgomery Small Companies Fund
The Fund typically invests in a portfolio of 30 to 50 company names listed on the ASX (outside the top 100) and NZX. Montgomery Lucent is an active style-neutral equities manager seeking high quality, undervalued, small and emerging companies with strong growth potential.
Polen Capital Global Growth Fund
The Fund typically invests in a portfolio of 25 to 35 globally listed companies. Polen Capital focuses on investing in a concentrated portfolio of high-quality growth companies that can deliver sustainable, above average earnings growth.
*Investment options current as at March 2022, select 'View current and investments and performance' for the latest funds and disclosure documents from Montgomery.
Stat 1
107,000+
Netwealth account holders
Stat 2
$70+ billion funds under administration and management
Stat 3
Award winning*
ASX200 company
Stat 4
450+
Netwealth staff members
Open an account*
Getting started is easy
Open your account
Complete the online application with your relevant details and select an accumulation or pension account. It will take about 10 minutes.
Consolidate your super
You can transfer some or all monies from any existing super account. You may choose to do this during the application process or online once your account has been set up.
Update your employer
If you would like, you can ask your employer to pay your employee super contributions into your Netwealth account.
Start Investing
Once you have cash in your Netwealth account you can make your first investments in your super portfolio.
* The information provided here is general information on how to open a Netwealth account, it does not consider whether the product or service meets your individual objectives, financial situation or needs. It assumes you have read the Product Disclosure Statement and it is recommended that you consider consulting a financial adviser before making any investment decision.
Super Accelerator Plus
Invest your super, your way
Super Accelerator Plus is a next gen super fund with thousands of investment options backed by sophisticated technology. Take control of your super without the need for a SMSF and get all of the consumer protections offered by government regulated superannuation fund.
Professional investment options
Access over 500 managed funds plus over 60 managed models. With Super Accelerator Plus, the minimum initial investment for managed funds is only $100, which includes many wholesale priced managed funds that usually require a significant initial investment when purchasing directly through the fund manager.
Local and international shares
Trade all ASX listed companies (ordinary shares), listed managed funds like ETFs, income securities and certain IPOs and warrants. Plus access a selection of companies and ETFs listed on ten overseas exchanges including NYSE, NASDAQ, London Stock Exchange, Tokyo Stock Exchange, and Hong Kong Stock Exchange.
Portfolio management tools
Manage your super using market leading portfolio and transaction tools, and monitor your portfolio on the go with our new app. Our online trading tools make it easy to build and manage an investment portfolio with a comprehensive range of reports and charts to track your performance and every transaction that impacts your account.
Collaborate with your advisers
Give your financial adviser and other service providers, like accountants, access to your super and investment accounts so they can co-create your portfolio, view details and run reports.
Resources
More information
Want more information on Super Accelerator Plus? Our resources section has a wide selection of information that will assist you in understanding our products and services. You should read the disclosure documents before deciding to invest.
Wondering what to do next?
Speak with a consultant
Speak with a consultant
We are here to help. Get in touch if you need more information or if you have any questions relating to our investment and superannuation solutions.
Contact a consultantSchedule a demo
Schedule a demo
For those who would like to see the platform in action, we can schedule a suitable time to give you a demo of technology and provide you an overview of your options.
Get in touchRegister for a free research account
Register for a free research account
Not ready to open an account today? Why not open a free research account and get access to ASX data, watchlists and managed funds research.
Learn moreLooking for a non-super option?
Looking for a non-super option?
Wealth Accelerator is an all-in-one portfolio management and administration service with an extensive range of investment options and tax management tools.
Learn more