Introduction
There are five GSS Index Managed Account Models: Conservative, Balanced, Growth, High Growth and Total Growth that use a strategic asset allocation and invest in an underlying range of six index strategies. The GSS Index Managed Account models invest in a range of index funds and may include allocations to Australian equities, international equities (hedged and unhedged), Australian fixed interest, international fixed interest, Australian listed property and cash.
Netwealth has appointed BlackRock as the Model Manager, who also provides the asset allocation strategy. The models invest using the BlackRock GSS index funds.
Managed Account PDS Part 2
BlackRock GSS Managed Models Booklet
Monthly Performance Update
GSS Index Monthly Model Factsheets
Quarterly report
GSS Index Quarterly Models Report
Annual asset allocation review
The strategic asset allocation (‘SAA’) of the GSS Index Managed Models is reviewed annually. As a result, the models may be re-balanced to reflect the updated strategic asset allocation.
Annual reweight (as at February 2023)
General information only
This webpage describes the BlackRock Global Specialist Series Managed Models (‘BlackRock GSS Managed Models’) for which Netwealth has appointed BlackRock Investment Management (Australia) Limited (ABN 13 006 165 975, AFS Licence No. 230523) (‘BlackRock’) as the Model Manager.
The information provided on this webpage is general information only and is not intended to imply any recommendation or opinion about a financial product. This information does not take into account your personal objectives, financial situation or needs. You should consider whether the information is appropriate for you in light of your personal objectives, financial situation and needs, and you should consider consulting a financial adviser before making a decision about whether to invest in the Managed Account or any of the Managed Models.
This webpage has been prepared and issued by Netwealth Investments Limited (ABN 85 090 569 109, AFS Licence No. 230975) in its capacity as the Responsible Entity of the Netwealth Managed Account Service which is a registered managed investment scheme (ARSN 604 930 252).