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ASPIM Growth

It takes a true partnership to help clients achieve their goals. Combining the best of financial planning, investment management and client service.  

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WisdomTree Core ETF Models

The WisdomTree Core ETF model portfolios are for investors who are looking for growth by investing in a diversified range of assets and markets worldwide.  Predominantly investing in WisdomTree exchange-traded funds (ETFs) and other third-party ETFs, with the ability to invest in open-ended UCITS funds where required.

Key benefits

  • 5 risk profiled portfolios

  • Predominantly invested in WisdomTree exchange-traded products (ETPs)

  • Diversified portfolios invested across thematics, factors, fixed income and commodities 

  • Actively managed​ portfolios

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Fees

  • Discretionary Fund Manager (DFM) fee 0.05% 

  • Ongoing charge (OCF) range from 0.25% to 0.35%*

*Launch OCF at 30/09/2026.  

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To learn more about ETFs, their benefits, how they work and the associated risks, please refer to the adviser resources and important risks. 

Strategic asset allocation

WisdomTree Core Cautious

WisdomTree Core Balanced

WisdomTree Core Moderately Adventurous

WisdomTree Core Adventurous

WisdomTree Core Equity

Equity

Fixed Income

Alternatives

Cash

For illustrative purposes only. The Strategic Asset Allocation (SAA) is reviewed and updated annually. Data at 31.08.2026. Please refer to the factsheet for more information. 

Related documents

Portfolio
Launch factsheet
WisdomTree Core Cautious
WisdomTree Core Balanced
WisdomTree Core Moderately Adventurous
WisdomTree Core Adventurous
WisdomTree Core Equity

MPS Brochure

SERVICES

COMMERCIAL

SERVICES

INDUSTRIAL

SERVICES

RESIDENTIAL

Adviser resources

To explore the terminology associated with ETFs, please refer to the glossary page.

Historical performance is not an indication of future performance, and any investments may go down in value. Capital at risk.
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