Investment menu and limits

You can check which investments are available for our products via the Voyage Investment Menu or Grow Wrap Investment Menu page.
 
If you’d like to know what asset classes your client can invest in, please see the Product Disclosure Statements below:

• Grow Wrap Investment Service IDPS Guide
• Grow Wrap Super and Pension Service Product Disclosure Statement
• Voyage Investment Service IDPS Guide
• Voyage Superannuation Master Trust Product Disclosure Statement

If you have a client who already has an account and you want to know if specific investments are available (such as managed funds and listed securities), please see our investment menus below:

• Voyage Investment Menu
• Grow Wrap Investment Menu

The Investment Menu shows you information about eligible investments. You can see details about: 

• Investment Fees and Costs
• Performance Fees
• Transaction Costs
• Buy and Sell Spreads
• Rebate %/Range (if applicable)
• Investment limits for Super and Pension accounts (if applicable).

You can access the Investment Menu through Adviser Online. 

• Log in to Adviser Online
• Click the Investment menu button on the right-hand side of Adviser Online home page
• Select either Voyage or Grow Wrap.

Your clients can access the relevant Investment Menu through our public product pages at Voyage or Grow Wrap.

Investment limits are restrictions placed on certain investments at the point of purchase. They manage risk in Super and Pension accounts by managing investment exposures. They do this in accordance with investment strategies as outlined in the applicable super and pension product disclosure statement.

You can find the investment limits for Super and Pension accounts in the respective Product Disclosure Statements (PDS):

• Voyage Superannuation Master Trust
• Grow Wrap Super and Pension Service.

You can confirm the investment limits for each asset in the Investment Menu via the Voyage Investment Menu or Grow Wrap Investment Menu.

You can also access the applicable Investment Menu through Adviser Online:

1. Log in to Adviser Online
2. Click the Investment menu button on the right hand side of Adviser Online home page
3. Select either Voyage or Grow Wrap.

You can find the maximum amounts you can invest in various asset classes for your clients with Super and Pension accounts outlined in the relevant Product Disclosure Statement available on Adviser Tools.

You can check the investment limit status of any account through Adviser Online. To check your client’s account is within the investment limit:

1. Log in to Adviser Online
2. Select Transacting from the menu under the Adviser Online icon and click Portfolio transacting
3. Search for the account using either the account name or number
4. Select New Transaction and select the transaction type you want from the drop-down list
5. Enter in the trade details and select Continue
6. Click Options and select Check compliance.

From here, any trades outside the limits will appear in red text underneath the account details.