Netwealth Wealth Accelerator (Core & Plus)
About this Fund
Fund Detail
PDS | |
FUND MANAGER | |
ASX Code | |
APIR | |
ASSET CLASS | PLATFORMS (INVESTMENT) |
INVESTMENT STYLE | |
INVESTMENT PROFILE | |
CURRENCY MANAGEMENT | |
INCEPTION DATE | |
BENCHMARK | |
FUND SIZE | |
DISTRIBUTION FREQUENCY | |
NO. OF HOLDINGS | |
FEES | |
STRUCTURE |
Benefits
Benefits | Wealth Accelerator provides a comprehensive reporting, transactional and administrative service which enables you, through us as operator of Wealth Accelerator, to buy, hold and sell investments from an extensive menu of investment options, via a single account. Importantly, you maintain control of your investments and your investment decisions. You, and your financial adviser, if you have one, assess your objectives, determine strategies, and then select the appropriate investments. Wealth Accelerator Core A cost effective and easy-to-manage portfolio administration service Wealth Accelerator Plus A portfolio administration service that provides you with an extensive choice of investments, managed and reported through a single platform. Online convenience Wealth Accelerator provides the convenience of online access to your account. You can access information about your investments and transactions, and you can change your account details, by logging into your account online on our website. Your instructions to perform many of the transactions described in the Disclosure Documents can be submitted online through your account. This removes the need for you to complete paper-based forms and reduces the time between issuing instructions and having transactions implemented. You can choose the level of online access you require when you complete your application. Offline options You do not have to operate your account online. You may instruct us to do a transaction or change your account features by completing a form and sending it to us. Forms for most transactions described in the Disclosure Documents are available on our website, from a financial adviser or by contacting us directly. If you choose to instruct us to do a transaction by completing a form, rather than transacting online, then the offline transaction fee may apply. Convenience & control Because Wealth Accelerator centralises your investments and transactions, you benefit from:
Wealth Accelerator allows you to invest at any time, either online or by filling out the appropriate form. We implement your instructions and you have control over your investments. We keep track of your investments, collect all income and provide consolidated tax and performance reporting. We handle all transactions relating to your investment choices, acting on your buy and Benefits of Wealth Accelerator 10 | Wealth Accelerator IDPS Guide 1 March 2020 sell instructions, and arranging administration and settlement of your investments whilst also maintaining custody of your investments. Investment choice and diversification When applying to use Wealth Accelerator, you can choose either Wealth Accelerator Core or Wealth Accelerator Plus. If you choose Wealth Accelerator Core, you can establish an easy-to-manage diversified investment portfolio from a more focussed range of investments and investment strategies provided through managed funds and managed models. You also have access to certain term deposits provided by Australian banks. If you choose Wealth Accelerator Plus, you can choose from an extensive range of investment options, enabling you to construct a diversified investment portfolio from a wide range of investment types. In addition, if you are a Wholesale Client, you can use the Premium Service. |
RISK LEVEL | |
INVESTOR SUITABILITY |
Risks
Title | |
Detail |
Key Features
Wealth Accelerator Core or Wealth Accelerator Plus When you apply to open your account, you must choose either Wealth Accelerator Core or Wealth Accelerator Plus, which offer different investment options and have different administration fees. You cannot choose both Wealth Accelerator Core and Wealth Accelerator Plus within the same account. Cash transaction account A transaction account which forms the transaction centre of your Wealth Accelerator account. Once your application is accepted, all deposits, income and other receipts are deposited in your cash account. All purchases of investments, withdrawals, fees, taxes and other costs are withdrawn from this account. Investment options for Wealth Accelerator Core
Investment options for Wealth Accelerator Plus
Regular savings plan You can make direct debit deposits to your account on a monthly basis with a minimum deposit of $100 per month. Operating your Wealth Accelerator account Transferring investments into Wealth Accelerator Existing managed fund and listed investments that we approve for this purpose may be transferred from your existing holding into your Wealth Accelerator account. Usually you will not incur capital gains tax so long as the underlying beneficial ownership of the investments does not change.
|