Separately Managed Accounts
More investment choice with greater efficiency
What are you looking for?
ClientFirst: 1800 517 124
What are you looking for?
ClientFirst: 1800 517 124
More investment choice with greater efficiency
EASE AND EFFICIENCY OF SMAS
Separately Managed Accounts (SMAs) offer an efficient way to deliver consistent client outcomes, manage compliance requirements and reduce costs to serve clients. SMAs harness the expertise of an investment professional to manage the portfolio and clients retain beneficial ownership.
Client benefits include expert portfolio construction and responsiveness to shifting markets and volatility, individual exposure, professional management, timely execution and transparent holdings.
KEY FEATURES AND BENEFITS
Expand SMAs can help streamline portfolio reviews and maximise investment outcomes as all clients in the portfolios are considered simultaneously.
Expertise, research and market knowledge from professional investment managers to deliver consistent client outcomes.
Clients have visibility of individual investments held within the SMA through their online account, consolidated reports and statements.
Expand rebalances SMA models with optimal efficiency. Simultaneous processing of sell and buy trades means no time out of market.
Your clients benefit from volume-based savings as brokerage for share trades are pooled with other investors in the SMA model portfolio.
Expand Extra investment clients can retain beneficial ownership by transferring investments from the platform into the SMA.
NEW ON EXPAND ESSENTIAL - MLC MANAGED ACCOUNTS
Expand Essential now offers MLC Managed Accounts, enriching our already high-quality investment range. Your clients can enjoy competitive access to the industry’s highest rated managed accounts, featuring low administration fees of 0.10% pa and a low account fee of $90 pa.
The SMA model portfolios combine MLC Asset Management’s proven investment expertise in asset allocation and portfolio construction with all the business efficiencies and client benefits of a managed account structure.
MLC Managed Accounts offer transparent, diversified solutions for clients with different goals, time horizons and fee expectations.
Your clients can choose from:
NEW ON EXPAND EXTRA – MORE SMA CHOICE
Your range of investment choice on Expand Extra has now grown to 64 SMA model portfolios across 12 investment managers. In addition, to MLC Asset Management, choose from SMAs from Antares Equities, Ausbil, BlackRock, DNR Capital, Elston, JBWere, Lonsec, Pendal, Perennial, Zenith and Zurich.
LEARN MORE
Meet the investment managers
Learn more about the investment managers and their investment philosophies, portfolios and objectives.
Meet the experts
EXPERIENCE EXPAND TODAY
Where big tech meets personal support, our team is committed to partnering with advisers to understand your needs and provide valuable support.
