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Wealthtrac Find a Fund
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Research Wealthtrac Funds
Find and research funds available on the Wealthtrac platform
Select different search criteria to obtain independent fund ratings, performance data and fee information provided by both Morningstar and Standard & Poor's (please disregard the minimum investment amount which is $1000 via Wealthtrac).
How to invest
After you have read
the relevant product disclosure statement for more information on the fund, please submit an Investment Authority form to Wealthtrac by fax on (02) 4228 2360 for processing.
Fund Manager
All Fund Managers
Aberdeen Asset Management Limited
Advance Asset Management Limited
AMP Capital Investors Limited
Antares Managed Investments Limited
APN Funds Management Limited
Armytage Private Ltd
Ascalon Capital Managers Limited
Aspen Funds Management Ltd
Aurora Funds Management Limited
Ausbil Dexia Limited
Australian Ethical Investment Limited
Australian Unity Funds Management Ltd
Aviva Investors Australia Limited
AXA-National Mutual Funds Management Ltd
Bennelong Funds Management Ltd
BlackRock Asset Management (Australia)
BlackRock Investment Mgmt (AUS) Ltd
BNP Paribas Inv Partners (Aus) Ltd
BT Investment Management Ltd
Certitude Global Investments Ltd
Challenger Managed Investments Limited
Colonial First State Investments Limited
Concord Capital Limited
Credit Suisse Asset Mgmt (AUS) Ltd
Deutsche Asset Management Australia Ltd
Eley Griffiths Group Pty Ltd
Equity Trustees Limited
Fidelity Investments Australia Limited
Franklin Templeton Investment Aus Ltd
Goldman Sachs Asset Management
Grant Samuel Fund Services Limited
Hunter Hall Investment Management Ltd
Ibbotson Associates Australia Limited
ING Funds Management Limited
ING Investment Management Limited
Integrity Investment Management Aus Ltd
Invesco Australia Ltd
Investors Mutual Limited
IOOF Investment Management Limited
K2 Asset Management Ltd
Lazard Asset Management Pacific Co.
Legg Mason Asset Management Ltd (AU)
Macquarie Investment Management Limited
Magellan Asset Management Limited
Maple-Brown Abbott Limited
MLC Investments Limited
MQ Portfolio Management Limited (AUS)
nabInvest Managed Investments Limited
Officium Capital Ltd
Optimix Investment Management Limited
Patersons Asset Management Limited
Patriot Asset Management Ltd
Pengana Capital Limited
Perpetual Investment Management Ltd
Platinum Asset Management
PM CAPITAL Limited
Prime Value Asset Management
Principal Global Investors (AUS) Ltd
RCM Capital Management Limited
Russell Investment Management Limited
Schroder Investment Management Australia
Select Asset Management Limited
State Street Global Advisors (Aus) Ltd
Treasury Group Investment Services (Aus)
Tribeca Investment Partners Pty Ltd
Tyndall Investment Management Limited
UBS Global Asset Management (Aus) Ltd
Vanguard Investments Australia Ltd
Ventura Investment Management Ltd
Wilson HTM Investment Mgmt Pty Ltd
Zurich Investment Management Limited
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Asset Category
All Asset Categories
Australian Cash
Australian Short Term Fixed Interest
Bonds - Australia
Bonds - Global
Bonds - Global / Australia
Diversified Credit
Equity Asia Pacific w/o Japan
Equity Australia Large Blend
Equity Australia Large Geared
Equity Australia Large Growth
Equity Australia Large Value
Equity Australia Mid/Small Blend
Equity Australia Mid/Small Growth
Equity Australia Mid/Small Value
Equity Australia Other
Equity Australia Real Estate
Equity Emerging Markets
Equity Europe
Equity Global Real Estate
Equity Global Technology
Equity Japan
Equity North America
Equity World - Currency Hedged
Equity World / Australia
Equity World Large Blend
Equity World Large Growth
Equity World Large Value
Equity World Mid/Small
Equity World Other
Hedge Funds - Australia
Hedge Funds - Global
High Yield Credit
Infrastructure - Global
Miscellaneous
Mortgages
Mortgages Aggressive
Multisector Aggressive
Multisector Balanced
Multisector Conservative
Multisector Growth
Multisector Moderate
Multi-Strategy Income
Reserve Backed
Unlisted and Direct Property
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Standard & Poor's Ratings
5 Stars
4 Stars
3 Stars
2 Stars
1 Stars
Not Rated
On Hold
Morningstar Ratings
5 Stars
4 Stars
3 Stars
2 Stars
1 Stars
Not Rated
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