Wealth Builder

Options

Investment Options

You can choose between two asset allocation options for Wealth Builder

Self Select

Self Select allows you to customise your own asset allocation to suit your needs

High estimated
balance at retirement

Manual Asset Allocation

Manual

Management fees

1.12-1.65%

*Estimated annual fund charges  as disclosed in the current PDS. Actual fees may vary based on performance fees and are disclosed in Quarterly Fund Updates.

Life Cycle

Our proprietary Life Cycle software adjusts your allocation automatically as you age

Highest estimated
balance at retirement

Automated Asset Allocation

Automated

Management fees

1.39-1.6%

*Estimated annual fund charges  as disclosed in the current PDS. Actual fees may vary based on performance fees and are disclosed in Quarterly Fund Updates.

We apply our Responsible Investment Policy to all our funds

You are assigned a dedicated financial adviser