Separately Managed Accounts (SMA)

Managed portfolios are designed to deliver a flexible and efficient means of investing and gaining exposure to different asset classes.

A managed portfolio is a notional portfolio of assets with a stated investment objective that will guide its management.  Your portfolio will be managed as far as practicable to reflect the managed portfolios you select.

Managed portfolios may provide:

  • transparency in terms of:
    • viewing the underlying assets in your Portfolio
    • tracking any changes made to your Portfolio
    • reviewing the performance of the underlying assets as well as your Portfolio as a whole
  • potential for more efficient management of your tax, by holding a beneficial interest in the assets in your Portfolio
  • oversight of your investment, as you have more information about the underlying assets, on-going management and performance of your Portfolio.

Product Disclosure Statements (PDS)

See Wealth Managed Portfolios PDS here.
See Elston Hunter Wealth Portfolio PDS here.
See Panorama Portfolio PDS here.
See Macquarie Portfolio PDS here.

Target Market Determinations (TMD)

We look forward to working with you to achieve your goals.