Asset management firm Perpetual has added 15 investment funds to its WealthFocus platform.
The move comes on the back of industry leading changes, and makes WealthFocus an effective platform in terms of capital gains tax advantages, a Perpetual statement said.
The funds loaded onto the platform in the equities category include: AMP Capital Sustainable Share, Ausbil Australian Active Equity, BlackRock Balanced, BT International Share, GMO Global Equity, Perpetual Global Resources, Solaris Core Australian Equity and Templeton Global Equity.
Other funds added include: Aberdeen Core Plus, BT Property Securities, Lazard Global Listed Infrastructure, Macquarie Income Opportunities and three van Eyk Blueprint funds.
“Each year, we conduct a review of the performance and rankings of all the funds on WealthFocus, and we are pleased that we have been able to expand the selection to 76 high quality funds,” Perpetual general manager of platforms Gai Ferrington said.
“The feedback we constantly receive from advisers is they want a broad selection of high quality funds, covering a range of asset classes, which meet the needs of their clients.”
Up to four dealer groups rolled out platforms in the first-half of 2008, including Perpetual’s WealthFocus, MLC MasterKey, Asgard Elements, Asgard MT and BT Wrap, according to the latest IFA Dealer Group Survey.
Aviva’s Navigator was the only platform to be added by five dealer groups in the six months to June, the data showed.
