Netwealth

netwealth Super Wrap - Standard Income Stream

Past 5-year return
3.66% p.a
Admin fee

$0

Calc fees on 50k

$859

SuperRatings awards
Gold
Past 5-year return
3.66% p.a
Admin fee

$0

Calc fees on 50k

$859

SuperRatings awards
Gold

Pros and Cons

  • Wide range of investment options including managed funds, direct equities, international shares, term deposits.
  • Free switching between managed funds.
  • Access to international shares.
  • Selected term deposits offered by authorised deposit taking institutions.

Netwealth Super Wrap Standard Income Stream was established in 2002. This product is no longer accepting applications for new members; however, continues to service existing members. Netwealth Super Wrap offers an extensive range of diversified and single sector managed funds, securities from local and international exchanges, Separately Managed Accounts (SMA) and selected term deposits. The Active Growth option underperformed the relevant SuperRatings Index over each assessed time period to 30 June 2020; however, the extensive investment menu means returns will vary depending on the option and manager selected.Fees are higher than the industry average across all account balances assessed. The fund does not charge switching fees; however, other transaction fees may apply.Netwealth Super Wrap Standard Income Stream offers excellent pension flexibility, with members able to select from monthly, quarterly, half-yearly and yearly payment frequencies. Members with more than one investment option can nominate the proportion of payments to be drawn from each option. Members can also select from reversionary pensions or binding lump sum death benefits.The fund offers a sophisticated range of portfolio management tools and investment research, which can be viewed across multiple mobile devices. The platform offers interactive performance charting and accessible reporting and tax statement capability for greater transparency.

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Netwealth Fees and Features

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    Fund fees vs. Industry average
    THIS FUND
    INDUSTRY AVERAGE
    Fund past-5-year return vs. Industry average
    THIS FUND
    INDUSTRY AVERAGE
    Investment allocation
    INTERNATIONAL SHARES
    AUSTRALIAN SHARES
    PROPERTY
    ALTERNATIVES
    FIXED INTEREST
    CASH
    OTHER
    Investment option performance
    BALANCED
    CONSERVATIVE BALANCE
    DIVERSIFIED FIXED INTEREST
    GROWTH
    AUSTRALIAN SHARES
    INTERNATIONAL SHARES
    CAPITAL STABLE
    PROPERTY
    + View additional option performance information