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NAME CODE MANAGER CATEGORY SIZE COST SUB-CATEGORY INFO
Important Information About Compare Funds & Models

Managed Fund data is supplied by Morningstar, Inc. Managed Fund returns are net of fees and costs. For Managed Funds, "cost" is the % amount per annum of management fees and indirect costs for the fund.

Managed Model data has been prepared by Netwealth. Investment performance is simulated based on an investment made in the model at inception of the model. The investment performance shown in this table is unlikely to exactly match your actual investment returns. This is because the investments you hold in your managed account do not always exactly match those of your chosen models (for example, due to your personal investment preferences or the amount invested in the model). Managed Model returns are net of fees and transaction costs. For Managed Models, "cost" is the estimated % amount of management fees and costs, performance fees and transaction costs. Please refer to the Managed Model Menu for further information about the fees and costs.

Returns for periods greater than 1 year have been annualised.

Netwealth Disclaimer

Whilst reasonable care has been taken in preparation of this information using sources believed to be reliable and accurate, to the maximum extent permitted by law, Netwealth Investments Limited (ABN 85 090 569 109, AFS Licence No. 230975) and its related parties, employees and directors (Netwealth) are not responsible for, and will not accept liability in connection with, any loss or damage suffered by any person arising from reliance on this information.

Past performance is not a reliable indicator of future performance.

You should obtain and consider the relevant Product Disclosure Statement for a Managed Fund or Managed Model before considering whether to make an investment via a Netwealth product. You should consider your own circumstances and seek any independent financial or other professional advice you may require.

Morningstar Disclaimer
© [2023] Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This report or data has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or New Zealand wholesale clients of Morningstar Research Ltd, subsidiaries of Morningstar, Inc. Any general advice has been provided without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Morningstar’s publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Morningstar’s full research reports are the source of any Morningstar Ratings and are available from Morningstar or your adviser. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782.