Netwealth Managed funds suitable for Investment

A. Active Growth ,

Morningstar Rating: 4 stars

Average return pa over last 4 years: 11.81%

Minimum Initial Investment: $1000

Entry Price 12 Feb 2016: $1.3369

Distributions Frequency: Quarterly

Responsible Entity(RE): Netwealth Investment Funds(www.netwealth.com.au)

To invest in a mix of assets across various traditional and alternative asset classes with the majority of investments being in International Equity 31.54% and in Cash 26.06% via investment in sector trusts. The top 5 sectors are real Estate 16.52%, Energy 14.99%, Financial Services 11.84%, Utilities 11.57% and Consumer Cyclical 8.73%. Those sectors invest in Australia27.85%, United States 15.35%, Japan 15.08%, United Kingdom8.37% and France 3.45%.

Netwealth Managed funds suitable for Investment

B. Active High Growth,

Morningstar Rating: 3 stars

Average return pa over last 5 years: 8.60%

Minimum Initial Investment: $1000

Entry Price 12 Feb 2016: $0.8138

Distributions Frequency: Quarterly

Responsible Entity(RE): Netwealth Investment Funds(www.netwealth.com.au)

To invest in a mix of assets across various traditional and alternative asset classes with the majority of investments being in International Equity 37.21% and in Cash 23.78% via investment in different sector trusts. The top 5 sector are real Estate 16.52%, Energy 14.99%, Financial Services 11.84%, Utilties 11.57% and Consumer Cyclical 8.73%. Those sectors have been involved in Australia27.85%, United States 15.35%, Japan 15.08%, United Kingdom8.37% and France 3.45%.

Netwealth Managed funds suitable for Investment

C. Active Balanced,

Morningstar Rating: 3 stars

Average return pa over last 5 years: 7.43%

Minimum Initial Investment: $1000

Entry Price 12 Feb 2016: $0.7372

Distributions Frequency: Quarterly

Responsible Entity(RE): Netwealth Investment Funds(www.netwealth.com.au)

To invest in a mix of assets across various traditional and alternative asset classes with the majority of investments being in Cash 36.15% and in International Equity 22.41% via investment in different sector trusts. The top 5 sector are real Estate 34.06%, Financial Services 13.53%, Technology 12.24%, Healthcare 11.27% and Consumer Cyclical 9.52%. Those sectors have been involved in United States 22%, Australia 14.78%, Hong Kong 12.25%, Japan 11.18%, Taiwan 8.68%.
Netwealth Managed funds suitable for Investment

D. Active Conservative,

Morningstar Rating: 3 stars

Average return pa over last 3 years: 5.90%

Minimum Initial Investment: $1000

Entry Price 12 Feb 2016: $1.1038

Distributions Frequency: Quarterly

Responsible Entity(RE): Netwealth Investment Funds(www.netwealth.com.au)

To invest in a mix of assets across various traditional and alternative asset classes with the majority of investments being in Cash 45.16% and in Domestic Fixed Interest 15.71% via investment in different sector trusts. The top 5 sector are real Estate 16.52%, Energy 14.99%, Financial Services 11.84%, Utilties 11.57% and Consumer Cyclical 8.73%. Those sectors have been involved in Australia27.85%, United States 15.35%, Japan 15.08%, United Kingdom8.37% and France 3.45%.

Netwealth Managed funds suitable for Investment

E. Index Opportunities Balanced,

Morningstar Rating: 4 stars

Average return pa over last 5 years: 7.93%

Minimum Initial Investment: $1000

Entry Price 12 Feb 2016: $0.7921

Distributions Frequency: Quarterly

Responsible Entity(RE): Netwealth Investment Funds(www.netwealth.com.au)

To invest in a mix of assets across various traditional and alternative asset classes with the majority of investments being in International Equity 28.50% and International Fixed Interest 28.20% via investment in different sector trusts. The top 5 sectors are Financial Services 29.13%, real Estate 11.70%, Consumer Defensive 9.38%, Industrials 8.27% and Basic Materials 7.84%. Those sectors have been involved in Australia 35.02%, United States 25.93%, Netherlands 6.76%, United Kingdom 6.01% and Japan 5.23%.

Netwealth Managed funds suitable for Investment

F. Index Opportunities Growth,

Morningstar Rating: 2 stars

Average return pa over last 3 years: 9.14%

Minimum Initial Investment: $1000

Entry Price 12 Feb 2016: $0.9291

Distributions Frequency: Quarterly

Responsible Entity(RE): Netwealth Investment Funds(www.netwealth.com.au)

To invest in a mix of assets across various traditional and alternative asset classes with the majority of investments being in International Equity 40.50% and International Fixed Interest 20.60% via investment in different sector trusts. The top 5 sectors are Financial Services 28.27%, real Estate 10.99%, Consumer Defensive 9.27%, Industrials 8.59% and Healthcare 8.32%. Those sectors have been involved in Australia 35.18%, United States 26.79%,United Kingdom 6.17% and Japan 5.83% and Netherlands 5.23%。

Netwealth Managed funds suitable for Investment

G. Index Opportunities Conservative,

Morningstar Rating: 4 stars

Average return pa over last 5 years: 7.16%

Minimum Initial Investment: $1000

Entry Price 12 Feb 2016: $0.8865

Distributions Frequency: Quarterly

Responsible Entity(RE): Netwealth Investment Funds(www.netwealth.com.au)

To invest in a mix of assets across various traditional and alternative asset classes with the majority of investments being in International Fixed Interest 45.00% and in International Equity 18.60% via investment in different sector trusts.

Share