Synergy is designed to simplify the investment experience and amplify your wealth

MORE ABOUT SYNERGY

Helping you reach your financial goals

Your adviser will help determine your investment objectives and select the Synergy portfolio that is right for you. Synergy will take care of keeping your portfolio in line with its targets and send you regular reports on the performance of your investments.

Simple.

Our Portfolios

Synergy gives you access to a range of investment portfolios that are expertly managed based on recommendations from industry leading investment professionals.

Consilium Portfolios

The Consilium series offers investors 24 portfolios with different risk profiles, including a range of socially responsible and portfolio investment entity (PIE) portfolios. The portfolios are developed based on research and recommendations from the Consilium Investment Committee utilising an evidence-based asset class investment philosophy.

MyFiduciary Portfolios

The MyFiduciary series offers investors six portfolios with different risk profiles based on research and recommendations from the MyFiduciary Investment Committee. The portfolios are constructed utilising a “core-satellite” approach and are comprised of a mix of diversified low-cost funds and funds that are more actively managed.

Morningstar Portfolios

The Morningstar series offers investors five portfolios with different risk profiles based on research and recommendations from Morningstar Research Limited. The portfolios are constructed based on Morningstar’s extensive research and an investment approach favouring more actively managed funds.

Synergy works for you

Choice

Synergy offers you the choice of 35 portfolios with different investment styles and risk profiles to suit your individual financial goals.

Confidence

Your portfolio is regularly reviewed and rebalanced by our team. Regular reporting keeps you up to date on the performance of your investment.

Expertise

Get access to portfolios developed by industry leading investment professionals and advice provided by your adviser of choice.