AAI : $69.65
AFI : $7.47
AGL : $11.02
AIA : $6.81
ALD : $29.24
ALL : $69.29
ALQ : $15.53
ALX : $4.83
AMC : $15.73
AMP : $1.55
ANN : $32.91
ANZ : $32.52
ARG : $9.07
ASX : $67.41
AZJ : $3.46
BEN : $13.55
BHP : $40.46
BKW : $27.25
BOQ : $6.87
BRG : $32.56
BSL : $21.25
BXB : $19.64
CAR : $41.98
CBA : $155.70
CGF : $6.36
COH : $301.64
COL : $18.37
CPU : $31.10
CSL : $273.34
CWY : $2.94
EBO : $33.76
EDV : $4.41
EVN : $4.93
FMG : $17.73
FPH : $34.43
GQG : $2.69
HMC : $11.72
HUB : $73.55
HVN : $4.67
IAG : $8.28
IFT : $11.06
IPL : $3.20
JBH : $89.73
JHX : $56.45
LYC : $6.98
MEZ : $5.41
MIN : $34.91
MPL : $3.81
MQG : $232.19
NAB : $39.63
NEM : $65.54
NHC : $4.96
NIC : $0.93
NST : $16.98
NWL : $30.49
NXT : $16.78
ORG : $10.83
ORI : $18.42
PLS : $2.94
PME : $214.06
PMV : $34.64
PNI : $21.50
QAN : $8.95
QBE : $19.64
QUB : $4.00
REA : $249.18
REH : $24.99
RHC : $38.67
RIO : $116.29
RMD : $36.93
RWC : $5.60
S32 : $3.70
SDF : $5.70
SEK : $26.69
SFR : $10.31
SGH : $47.80
SHL : $28.06
SOL : $34.85
SPK : $2.78
SQ2 : $139.38
STO : $6.86
SUN : $19.75
TLC : $5.12
TLS : $3.94
TLX : $23.03
TNE : $29.63
TPG : $4.54
TWE : $11.17
VEA : $2.67
VNT : $4.68
WBC : $33.52
WDS : $24.64
WES : $71.35
WHC : $6.89
WOR : $14.38
WOW : $30.33
WTC : $139.50
XRO : $177.09
YAL : $6.39
ZIP : $3.28

Back to SMAs

Wealthtrac SMAs

Wealthtrac offers 4 pre-built SMAs on the Macquarie platform.

1/4
Wealthtrac
Moderate

  • Code
    SMAWTC05S
  • Style
    Multi-asset class and multi-manager
  • Indicative number of holdings
    6 to 30
  • Suggested investment timeframe
    Min. 4+ years
  • Investment return objective
    To provide a rate of return of CPI + 2.5% pa over rolling 4 year rolling periods
  • Min. portfolio size
    $10,000*

2/4
Wealthtrac
Balanced

  • Code
    SMAWTC01S
  • Style
    Multi-asset class and multi-manager
  • Indicative number of holdings
    6 to 30
  • Suggested investment timeframe
    Min. 5+ years
  • Investment return objective
    To provide a rate of return of CPI + 3.5% pa over rolling 5 year rolling periods
  • Min. portfolio size
    $10,000*

3/4
Wealthtrac
Growth

  • Code
    SMAWTC03S
  • Style
    Multi-asset class and multi-manager
  • Indicative number of holdings
    6 to 30
  • Suggested investment timeframe
    Min. 5+ years
  • Investment return objective
    To provide a rate of return of CPI + 4% pa over rolling 6 year rolling periods
  • Min. portfolio size
    $10,000*

4/4
Wealthtrac
High Growth

  • Code
    SMAWTC04S
  • Style
    Multi-asset class and multi-manager
  • Indicative number of holdings
    6 to 30
  • Suggested investment timeframe
    Min. 7+ years
  • Investment return objective
    To provide a rate of return of CPI + 5% pa over rolling 7 year rolling periods
  • Min. portfolio size
    $10,000*
Wealthtrac SMA PDS
Wealthrac SMA TMD^

* Refer to section 5.4 in the PDS located at: https://macquarie.com.au/smawpds for more information on Minimum Portfolio Size

^ Wealthtrac SMAs are Class W