Expand SMA

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

Business efficiency

Expand SMAs can help streamline portfolio reviews and maximise investment outcomes as all clients in the portfolios are considered simultaneously.

Expertise

Expertise, research and market knowledge from professional investment managers to deliver consistent client outcomes.

Transparency

Clients have visibility of individual investments held within the SMA through their online account, consolidated reports and statements.

No time out of market

Expand rebalances SMA models with optimal efficiency. Simultaneous processing of sell and buy trades means no time out of market.

Volume-based savings

Your clients benefit from volume-based savings as brokerage for share trades are pooled with other investors in the SMA model portfolio.

Portability

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:

5 Premium Model Portfolios that capture the return opportunities of active management.
5 Value Model Portfolios that deliver the cost benefits of blending active and passive solutions.

More about MLC Managed Accounts

NEW ON EXPAND EXTRA – MORE SMA CHOICE

Access a wider range of investment choice on Expand Extra. In addition, to MLC Asset Management, choose from SMAs from Antares Equities, Ausbil, Betashares, BlackRock, DNR Capital, Drummond Capital, Elston, JBWere, Lonsec, Pendal, Perennial, Zenith and Zurich.

See full SMA range

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Meet the investment managers

Learn more about the investment managers and their investment philosophies, portfolios and objectives.

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Important information

1 Source: Investment Trends, January 2023 Managed Funds Report

The SQM rating is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.