Chart a course with a manager you can trust.

Deliver superior performance for your clients.

Financial Advisors

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Invest now

What can Swell do for Financial Advisors?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Low $25,000 min
Long-term Partnerships
Consistency & Scalability

Investment Strategy

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Stock Selection

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

All cients use the same portfolio

Investor funds are held within separately managed accounts with each client holding identical investments to the Swell Global Portfolio. Every investor retains beneficial ownership of the shares in their own name.

Performance chart

Investor funds are held within separately managed accounts with each client holding identical investments to the Swell Global Portfolio. Every investor retains beneficial ownership of the shares in their own name.

Swell graphic

30 November 2019

Net of management fee

Performance AUD
1 Month
3 Month
6 Month
1 Year
2 Years
(p.a.)
3 Years
(p.a.)
4 Years
(p.a.)
Inception
(18 June 15)
Swell Global Portfolio
5.20%
4.94%
16.12%
29.20%
18.21%
19.78%
17.11%
101.09%
MSCI World Net TR Index
5.20%
4.94%
16.12%
29.20%
18.21%
19.78%
17.11%
101.09%
Outperformance
5.20%
4.94%
16.12%
29.20%
18.21%
19.78%
17.11%
101.09%

Financial Advisor Process

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip.

View Platform
Step 1

Investor funds are held within separately managed accounts with each client holding identical investments to the Swell Global Portfolio. Every investor retains beneficial ownership of the shares in their own name.

Step 2

Investor funds are held within separately managed accounts with each client holding identical investments to the Swell Global Portfolio. Every investor retains beneficial ownership of the shares in their own name.

Step 3

Investor funds are held within separately managed accounts with each client holding identical investments to the Swell Global Portfolio. Every investor retains beneficial ownership of the shares in their own name.

Step 4

Investor funds are held within separately managed accounts with each client holding identical investments to the Swell Global Portfolio. Every investor retains beneficial ownership of the shares in their own name.

Monthly Updates

View more updates

Download White Paper Title 1

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Download White Paper Title 1

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Download White Paper Title 1

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Download White Paper Title 1

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Related Articles

View more updates

Schedule a Consultation

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.