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BENEFITS OF SMAs

A Separately Managed Account (SMA) is a portfolio of individual investments, such as shares and managed funds, managed by a professional investment manager offering the following benefits. Talk to your adviser to find out if SMAs are right for your investment strategy.

Transparency

Access full visibility of the individual investments held within the SMA through your online account, consolidated reports and statements.

Professional investment management

Leverage the expertise of professional investment managers as they use their detailed research, processes and market knowledge to deliver model portfolios.

Portability

Expand Extra investment clients can retain beneficial ownership by transferring investments from the platform into the SMA.

TYPES OF SMA MODEL PORTFOLIOS

Multi-asset SMAs

Multi-asset SMA portfolios invest in a range of asset classes, including listed securities, managed funds, ETFs, cash investments and managed investment schemes.

Single Sector SMAs

Single sector SMA portfolios can invest in listed securities such as Australian shares, Australian fixed income and Australian listed property while maintaining the benefits of professional investment management.

FULL RANGE OF SMA MODEL PORTFOLIOS

Portfolio name Type of SMA Investment style

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MLC Asset Management

Portfolio name Type of SMA Investment style
MLC Value Conservative 30 Multi-manager SMA Blend of active and index
MLC Value Moderate 50 Multi-manager SMA Blend of active and index
MLC Value Balanced 70 Multi-manager SMA Blend of active and index
MLC Value Growth 85 Multi-manager SMA Blend of active and index
MLC Value High Growth 98 Multi-manager SMA Blend of active and index
MLC Premium Conservative 30 Multi-manager SMA Active
MLC Premium Moderate 50 Multi-manager SMA Active
MLC Premium Balanced 70 Multi-manager SMA Active
MLC Premium Growth 85 Multi-manager SMA Active
MLC Premium High Growth 98 Multi-manager SMA Active

Antares Equities

Portfolio name Type of SMA Investment style
Antares Blue Chip Top 20 Single sector SMA - Australian equities Index
Antares Dividend Builder Single sector SMA - Australian equities Income
Antares Elite Opportunities Single sector SMA - Australian equities Core
Antares EX-20 Single sector SMA - Australian equities Growth

Ausbil Investment Management Limited

Portfolio name Type of SMA Investment style
Ausbil Australian Concentrated Equities Single sector SMA - Australian equities Core
Ausbil Industrials Single sector SMA - Australian equities Core

BlackRock Investment Management

Portfolio name Type of SMA Investment style
iShares Enhanced Strategic Conservative Multi-manager SMA Index/Tactical Asset Allocation
iShares Enhanced Strategic Moderate Multi-manager SMA Index/Tactical Asset Allocation
iShares Enhanced Strategic Balanced Multi-manager SMA Index/Tactical Asset Allocation
iShares Enhanced Strategic Growth Multi-manager SMA Index/Tactical Asset Allocation
iShares Enhanced Strategic Aggressive Multi-manager SMA Index/Tactical Asset Allocation
iShares Enhanced Strategic All Growth Multi-manager SMA Index/Tactical Asset Allocation

DNR Capital

Portfolio name Type of SMA Investment style
DNR Capital Australian Equities High Conviction Single sector SMA - Australian equities Core
DNR Capital Australian Equities Income Single sector SMA - Australian equities Income

Elston Asset Management

Portfolio name Type of SMA Investment style
Elston Growth 50 Multi-manager SMA Active
Elston Growth 70 Multi-manager SMA Active
Elston Growth 85 Multi-manager SMA Active
Elston Growth 97 Multi-manager SMA Active

JB Were

Portfolio name Type of SMA Investment style
JBWere Income Single sector SMA - Australian equities Income
JBWere Listed Fixed Income Single sector SMA - Fixed Income Income

Lonsec

Portfolio name Type of SMA Investment style
Lonsec Multi-Asset Managed Portfolios Balanced Multi-manager SMA Active
Lonsec Multi-Asset Managed Portfolios Growth Multi-manager SMA Active
Lonsec Multi-Asset Managed Portfolios High Growth Multi-manager SMA Active
Lonsec Listed Managed Portfolios Conservative Multi-manager SMA Active
Lonsec Listed Managed Portfolios Balanced Multi-manager SMA Active
Lonsec Listed Managed Portfolios Growth Multi-manager SMA Active
Lonsec Listed Managed Portfolios High Growth Multi-manager SMA Active

Pendal

Portfolio name Type of SMA Investment style
Pendal Australian Share Single sector SMA - Australian equities Income

Perennial

Portfolio name Type of SMA Investment style
Perennial Value Shares for Income Single sector SMA - Australian equities Value/Income

Zenith Investment Partners

Portfolio name Type of SMA Investment style
Zenith Essentials Moderate Multi-manager SMA Active
Zenith Essentials Balanced Multi-manager SMA Active
Zenith Essentials Growth Multi-manager SMA Active

Zurich

Portfolio name Type of SMA Investment style
Zurich Australian Listed Property Single sector SMA - Listed Property Income

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