|
|
|
|
|
 |
|
Until recently, separately managed accounts (SMA) have been for high net worth individuals with access to minimum investments of $500,000 or more. Changes in technology have made SMA’s more affordable for the average investor, with minimum investments as low as $5,000.
A SMA is a customised share portfolio where the shares are owned by individual investors. Your investment in a SMA is allocated across one or more existing investment models. These investment models have been provided by investment specialists and vary in focus in much the same way that managed funds vary in their risk and return objectives.
A SMA is professionally managed like an individual portfolio with many key advantages:
The securities in the account are visible and portable just as they would be if they had been purchased directly
The underlying shares are owned, not units in a fund.
As a result, the investor can manage the tax position and – in most cases- dividends and franking credits.
more info |
|
|
|
|
| BlueChip20 | Access a separately managed account investing in Australia's top 20 companies. more info
|
| Entry Fees | Entry fees are optional. Are you paying entry fees on existing managed funds? more info
|
|