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Master Trusts & Wraps - Skandia

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Skandia

In 2002, Skandia's suite of products in Australia was rated in the top 10 portfolio platforms by ASSET magazine in the Awards for Excellence in Financial Services 2002.

100% of Australian Skandia's funds are managed by outside managers. They don't manage a single dollar themselves, not even a money market fund, so they can be completely objective and unbiased in their investment manager selections. They provide access to world-class fund management internationally, regionally and locally in every asset class.

Whether your goal is long-term financial security or estate planning they have the solution. Their flexible investment choices are designed to offer good performance returns at competitive prices.

Skandia Global Investment and Retirement Solutions offer you:

  • Over 40 specialist funds
  • 7 diversified funds
  • Over 20 investment managers
  • No switching fees
  • Regular or one-off investments
  • A range of attractive insurance options
  • State of the art Skandia Service Online to operate your account
  • Skandia Service Centre - friendly and professional customer service.

Australian Skandia offers a simple solution - they aim to identify 'the best of the best'.

Investment Options & Application Forms
Download  Personal Investments (under $100,000)

Download  Personal Wholesale Investments (minimum $100,000)

Download  Super and Allocated Pension

Download  Prospectus/PDS by Post

Fee Summary
Current entry fee Up to 4% (NOTE: InvestSMART rebates 100% of this fee)
Current management fee Wholesale rates
Administration Fee
  • General Investments (under $100,000) : 0.50% + $66.00pa
  • Wholesale Investments (minimum $100,000) : 0%
  • Super/Allocated Pension : 0.65%pa (scales down after $100,000)
  • Adviser/Dealer Fees 0.55%pa
    Current switching fee Nil
    Current exit fee Nil

    To have a Prospectus/PDS mailed to you via post please complete the following form...

    Prospectus/PDS via post...
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