Products

The Summit platform administers three distinct product ranges, Summit, Generations and AXcess.

Summit product range – best suited to investors with diverse and complex investment needs. It provides a sophisticated suite of investment options including managed funds, direct shares and exchange traded funds (ETFs).

Generations product range – suited to individuals with simpler investment needs as it offers a select range of managed fund investment options.

AXcess Managed Portfolio product range – is an investor directed portfolio service (IDPS), which provides access to a range of managed fund investments especially for Self Managed Super Funds.

To assist with understanding which product range best suits your needs, speak to your financial adviser today.