Expand Separately Managed Account

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

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Portfolio name	Type of SMA	Investment style

Filter by investments manager

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

Betashares

Portfolio name	Type of SMA	Investment style
Betashares Dynamic Conservative Portfolio	Multi-manager SMA	Enhanced Index
Betashares Dynamic Moderate Portfolio	Multi-manager SMA	Enhanced Index
Betashares Dynamic Balanced Portfolio	Multi-manager SMA	Enhanced Index
Betashares Dynamic Growth Portfolio	Multi-manager SMA	Enhanced Index
Betashares Dynamic High Growth Portfolio	Multi-manager SMA	Enhanced Index

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

Drummond Capital Partners

Portfolio name	Type of SMA	Investment style
Drummond Strategic 30 Portfolio	Multi-manager SMA	Core, active asset allocation
Drummond Strategic 50 Portfolio	Multi-manager SMA	Core, active asset allocation
Drummond Strategic 70 Portfolio	Multi-manager SMA	Core, active asset allocation
Drummond Strategic 90 Portfolio	Multi-manager SMA	Core, active asset allocation
Drummond 100 Plus Portfolio	Multi-manager SMA	Core, active asset allocation
Drummond Dynamic Portfolio	Multi-manager SMA	Core, active asset allocation

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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