SYNERGY RETIREMENT SERVICE SUPERANNUATION INVESTMENT LIST
Investing
The investment options available through the the Synergy Retirement Service are selected by an Investment Committee using a disciplined research process.
This process identifies quality investment options based on investment research conducted by specialist research providers. Your financial adviser will provide you with the investment list current at the time of application.
Switching
The flexibility to switch the investment options provides you and your financial adviser with the ability to change investments to meet your ongoing financial needs. Within the Synergy Retirement Service you may switch all or part of your investments, at any time and at no charge, should you wish to change the focus of your investment strategy. You may vary your overall investment strategy by disposing of investment options held or by selecting other investment options.
Click the option name to obtain an up-to-date copy of the underlying disclosure document.
Denotes an investment option that is closed.
Denotes an investment option with restrictive application and/or redemption requirements.
Synergy Capital Management Limited ABN: 19 062 264 108