Model Details
| Model Information | |
|---|---|
| Model: | High Growth 50K to 100K |
| 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. |
| Download All Product Files | |
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:
|
Download |
| MGE0005AU | Magellan High Conviction | Magellan High Conviction Fund’s investment process is designed to generate an unconstrained, highly-concentrated portfolio of high-quality companies. HNW Planning includes this fund primarily for diversification and because the high quality companies identified by the investment process. Note that there is no hedging of exchange rates and while this might add positively to diversification attributes for young accumulators, it may also add to chance of a negative consequence from uncertainty created by volatility for more mature clients. | 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 |