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Investment Opportunities > Managed Accounts

MANAGED ACCOUNTS

Managed accounts (also known as separately managed accounts or SMA) is professionally managed like an individual portfolio with many key advantages:

  • you own the underlying shares not units in a fund
  • you retain beneficial ownership of the underlying securities
  • entitlement to dividends and franking credits.

2020 DIRECTINVEST BlueChip Series provides access to 7 model portfolio options. Invest as little as $5,000 to own a direct, blue chip share portfolio of Australia's top companies.

 

KEY BENEFITS

PROFESSIONAL PORTFOLIO MANAGEMENT

BENEFICIAL OWNERSHIP OF UNDERLYING SHARES

COST EFFECTIVE

MAY BE ENTITLED TO RECEIVE DIVIDENDS & FRANKING CREDITS

   

MANAGED ACCOUNTS EDUCATION

Investing in a managed account is allocated across one or more available model portfolios. These model portfolios are provided by investment specialists and vary in focus in much the same way that managed funds vary in their risk and return objectives.

 
 

 

 

Investments

Australian shares
International shares
Property
Fixed income
Cash

 

Investment products

Managed Funds
Managed Accounts
Superannuation Funds
Wrap Accounts
Insurance Bonds

Strategies

St George Margin Lending
BT Margin Lending
Investment Bond
Sophisticated Investor Opportunities
Self Managed Super Funds

Fund managers

Colonial First State
Perpetual Wealthfocus
BT Investment Funds
MLC Masterkey
Spectrum Super

Australian Fund Managers

Investor Education

Managed investments
Superannuation
Separately managed accounts
Wrap accounts

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