Model Details
| Model Information | |
|---|---|
| Model: | High Growth $500,000+ |
| Platform: | Netwealth |
| Description: | Use of an HNW Model Portfolio will give you access to HNW Planning’s Investment and Compliance Committee’s thoughts on an appropriate balance of investments for your identified risk budget. Value for money and diversification have been considered in these portfolios. The use of the HNW Model Portfolios also allows for a higher quality of communication with you as that communication can be coordinated and concentrated with the assistance of a number of persons. That assistance can also free me to concentrate more on value add strategies. |
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Product Information
| Product Code | Product Name | Product Description | Download |
|---|---|---|---|
| VAP | Vanguard Australian Property Securities Index ETF | The Vanguard Australian Property Securities Index ETF provides a low cost way to invest in a portfolio across a range of retail, office, industrial, tourism, and multi sector (diversified) property securities. These securities are real estate investment trusts and companies that own real estate assets, and derive a significant portion of their revenue from rental income. The ETF seeks to track the return (income and capital appreciation) of the S&P/ASX 300 A-REIT Index before taking into account fund fees, expenses and tax. The S&P/ASX 300 A-REIT Index is a sector-level index comprising of real estate investment trusts included in the S&P/ASX 300 Index. | Download |
| HNW-MM | HNW Australian Equity for Super | Direct Australian shares selected for their potential to deliver a stable, tax efficient income stream and long-term capital growth. Change is a key influence of company and stock price performance and its impacts are often mispriced by equity markets. HNW seeks to identify the nature, timing and impact of change and looks to invest in companies that display innovation, adaptability and a sustainable competitive advantage, which are most likely to perform well over the long term. Change translates to a potential equity investment opportunity in the following ways: Change is constant – Tactical/cyclical impacts can result in short sharp changes which impact drivers and sensitivities of a company’s operations and in turn feed into short term earnings revisions; Change is persistent – Change is often structural resulting in change in company valuations which are realised gradually over a long period of time; and Change is important at every level, that is:
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| TGG | Templeton Global Growth Fund Limited | Background Templeton Global Growth Fund Limited ("TGG") was established as an investment company and listed on the Australian Stock Exchange Limited in May 1987. Investment Objectives and Policy The company's investment objective is to achieve long term capital growth from a globally diversified portfolio of investment securities. The primary form of investment is in common equity stocks traded on global stock markets. There are no pre-determined weightings or ranges of exposure to particular companies, industries, countries or regions. Accordingly, the country or industry weightings of the investment portfolio may be significantly different to the MSCI All Country World Free Index. However, the Investment Manager aims to structure the portfolio in a manner that provides for prudent diversification. The company does not normally enter into hedging contracts to protect the Australian dollar value of its investment portfolio against declines arising from currency fluctuations or other market movements. Investment Manager The company's Investment Manager is Franklin Templeton Investments Australia Limited ("Templeton") a member of the Franklin Templeton Investments group, a global investment management organization head-quartered in San Mateo, California. Templeton is one of the pioneers in global investing and its successful investment philosophy has been refined over more than 70 years. The Templeton investment process endeavours to identify undervalued securities through fundamental company analysis, using a global industry focus and a long term investment horizon. |
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| BFL0010AU | Bennelong Kardinia Absolute Return Fund | The Fund utilises a broad range of strategies including short selling and variable cash exposure in the operation of the Fund. The use of shorting and the adjustment of cash levels are undertaken for performance enhancement, risk mitigation and hedging purposes. Shorting introduces additional risks to investors when compared to traditional long-only benchmark aware product designs. As an ‘Absolute Return Long / Short’ product, Lonsec considers the Fund to be suitable for blending with other Australian equities strategies, including ‘benchmark aware’ products. | Download |
| MGE0001AU | Magellan Global Fund | The Magellan Global Fund (’the Fund’) is a global equities strategy managed by Magellan Asset Management Ltd (’Magellan’ or ‘the Manager’). The Fund is a long only, benchmark unaware investment capability that invests across global equity markets and can also invest up to 20% in cash as a capital preservation and risk control mechanism. | Download |
| MVS | VanEck Vectors Small Companies Masters ETF | The Fund aims to provide investment returns (before management costs) that closely track the returns of the Underlying Index. | Download |