Netwealth Global Specialist Series funds and models
Designed for the construction of powerful diversified investment portfolios that are simple to manage and cost-effective, giving your portfolio an edge.
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 or single sector portfolios through a variety of index or active management styles.
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.
Funds list: GSSBenefit 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.
Funds list: GSSAccess 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.
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 a suite of asset class specific index-tracking solutions including Australian & international bonds, Australian & international equities (hedged and unhedged) and Australian listed property. These funds aim to closely mirror the performance of the index benchmarks
Explore customised diversified investment solutions through BlackRock's GSS Index Plus Funds. Designed for specific risk-return profiles, these models employ a mix of managed funds and ETFs. Utilising both active and passive strategies, the asset allocation is reviewed annually, catering to investors with varying risk tolerances.
Engage with a diverse set of investment solutions through Russell's GSS Active funds. Employing tactical asset allocation, these funds invest in underlying actively managed Russell managed funds. The asset allocation is actively managed on an ongoing basis, and the funds cater to a wide range of risk profiles.
Wealth Accelerator and Super Accelerator come with two product versions, giving the choice of a low cost Accelerator Core investment menu and more expansive Accelerator Plus menu. With Accelerator Core, leverage a low 0.15% Administration Fee^ and get the investment options to build diversified portfolios.
^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'.
You can access this investment and others using the Netwealth account options below.
A next generation super fund, which gives you access to a wide range of investment options – including ASX listed securities, international securities such as Nike, Apple and Nestle, 300+ wholesale managed funds, along with online portfolio management.
Learn moreWealth Accelerator is a full-featured online investment wrap platform, great if you are an SMSF trustee or investor looking to manage SMSF and non-super investments in one single online place and to centralise and consolidate portfolio administration and reporting.
Learn moreA cost-effective and easy way to manage your super which gives you the option to invest in term deposits, the Netwealth Global Specialist Series (GSS) and cash, while providing you with online tools to manage your portfolio.
Learn moreWant more information on our GSS funds and models? 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.
One of our experienced client consultants can discuss how our investment and superannuation solutions can best meet your needs.
Contact a consultantFor 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 touchNot 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 more
Netwealth portfolio construction podcast
We pick the brains of wealth management experts to uncover insights on the investment areas they are most passionate about.
Exercising discipline when building a portfolio
Learn how to form a disciplined process for analysing investments, an essential step when building a successful portfolio.
What you need to know to wind up a SMSF the right way
Understand the changes to SMSFs and what to consider if you're thinking about winding one up.
Build a resilient portfolio for all stages of the economic cycle
Learn strategies to navigate an evolving world by building your portfolio for any economic condition.