Separately Managed Accounts (SMA’s) are an evolution from the Managed Fund style of investments. Your investment is professionally managed like an individual portfolio with many key advantages:
- The securities in your account are visible and portable just as they would be if you had purchased securities directly;
- you own the underlying shares not units in a fund;
- you retain beneficial ownership of the underlying securities and therefore are eligible for dividends and franking credits.
Investments in an SMA is allocated across one or more available investment models; these investment models are provided by investment specialists and vary in focus in much the same way that managed funds vary in their risk and return objectives.
Separately managed account products available from 2020 DIRECTINVEST:
Investment
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. |
|
Superannuation
BlackRock SuperSMA combines the unique benefits of an SMA in a superannuation savings product to help you achieve your retirement objectives. |
|
Existing Investors
For investor login access, account management forms and reporting assistance, please visit our Investor Centre. |
|
Learn more about Separately Managed Accounts
How do SMAs work? How do they differ from a managed fund or owning direct equities? Find out from our Investor Education Centre. |
|