The Selected Index Enhanced Portfolios

A new low-cost, index-based investment solution from Select Wealth Management

Since 2008, Select Wealth Management has partnered with financial advisers across New Zealand to deliver high-quality investment solutions.

Now, managing over $1 billion on behalf of more than 200 Financial Advice Providers, we continue to evolve our offerings to meet the diverse needs of advisers and their clients.

Introducing the Selected Index Enhanced Portfolios...

This new range of portfolios is designed for advisers and their clients who prefer an index-based investment approach, with the potential for enhanced returns

These portfolios:

  • Utilise securities that aim to enhance index returns through their investment style
  • Offer lower estimated fund manager fees compared to our core portfolios
  • Follow the same Strategic Asset Allocation as our core Selected portfolios
  • Exclude tactical overlays, aligning more closely with a passive investment philosophy

Why Choose Index Enhanced Portfolios?

  • Cost-effective: Lower fund manager fees and a reduced Select fee structure
  • Simplicity: Fewer tactical changes and operational adjustments
  • Consistency: Annual rebalancing and oversight by JMI Wealth’s Investment Committee
  • Flexibility: Ideal for clients seeking a disciplined, index-aligned strategy

Fee Structure:

Portfolio Value Fee % per annum
$0 to $249,999 0.50%
$250,000 to $499,999 0.40%
$500,000 to $999,999 0.25%
$1,000,000 and over 0.20%

 

This structure provides a low-cost, scalable solution for clients looking to grow their wealth through index-style investing.

Our Broader Offering:

The Index Enhanced Portfolios complement our existing suite of solutions:

Core Selected Portfolios: Actively managed with tactical overlays

Responsible Investment Portfolios: ESG-focused, actively managed

SelectSaver: Designed for clients starting their investment journey with regular contributions

  Watch Andrew Kelleher and Michale Gray discuss the Selected Index Enhanced Portfolios Here

  Find Out which Selected Portfolio may suit you best here

  Selected Index Enhanced Portfolios – Frequently Asked Questions

Want to Learn More?

At Select Wealth we’re here to support you! If you’d like to explore how the Selected Index Enhanced Portfolios can benefit your clients,
please get in touch with us today on 0800 653 000 or visit selectwealth.co.nz