Invest your Super - Morphic Asset Management

WHY MORPHIC

  • Global Responsible Investors with an active strategy that means we can move fast to protect capital in market downturns.
  • Record of achieving above average returns taking less risk, through a long/short strategy.
  • Strong alignment of interests – investment team members have most of their liquid wealth in the Funds: you are co-investing with us.
  • We look for opportunities where other fund managers don’t, to provide a diversified portfolio.

ABOUT NETWEALTH

Netwealth was founded in 1999 to provide astute investors with a better way to invest and protect their current and future financial well-being. Netwealth is part of Netwealth Group Limited, one of Australia’s largest privately owned wealth management companies, and provides a range of innovative and award-winning investment, super, managed account and advice solutions to Australian advisers, members and investors.

Morphic is very excited to partner with Netwealth, the industry-leading superannuation provider, to help investors invest or move their personal superannuation into the ethically-certified Morphic Global Opportunities Fund.

If you do not have an SMSF and want to invest your personal superannuation into our Funds, you can now do so, by simply opening an account with Netwealth, move some or all of your super to your account and then purchase units in the Morphic Global Opportunities Fund.

We are also pleased to offer our investors a 0.10% discount on Netwealth’s admin fees.

Follow the following simple steps to invest your super into our Fund:

1. OPEN A NETWEALTH ACCOUNT

Complete the form below and Netwealth’s dedicated customer service team will contact you to help you open a Super Accelerator Plus account and answer any questions you may have.

Once your completed and signed application has been received by Netwealth, setup usually takes 1-2 business days.

1. OPEN A NETWEALTH ACCOUNT

2. TRANSFER SOME OR ALL OF YOUR SUPER

Once your account is established, you can easily move your super from your current super fund/s.

The transfer is handled by Netwealth and you can choose to transfer only a portion of your super balance across.

2. TRANSFER SOME OR ALL OF YOUR SUPER

3. INVEST IN MORPHIC FUND

Once your account is funded, you can purchase units in the Morphic Global Opportunities Fund through your Netwealth account.

Simply log in and buy the quantity you would like. You even have the option to select a reinvestment plan for distributions or to dollar cost average for future purchases.

Any more questions? Check out the F.A.Q.s

3. INVEST IN MORPHIC FUND

FORM HERE

By registering your interest, you consent to Netwealth contacting you to discuss opening an account with them. By ticking the box, you also consent to Netwealth sharing your personal information with Morphic Asset Management, including your name and contact details, amounts invested in or redeemed in Morphic Funds. Any personal information provided by Netwealth to Morphic Asset Management will be handled in accordance with Morphic’s privacy policy (available here). Netwealth will not receive any payment from Morphic Asset Management in relation to this arrangement.

 

Netwealth’s dedicated customer service team are ready to guide you every step of the way – 1800 888 223.