AFI : $7.41
AGL : $11.67
AIA : $6.81
ALD : $28.34
ALL : $57.11
ALQ : $13.69
ALX : $4.82
AMC : $16.36
ANN : $31.48
ANZ : $31.53
ARG : $8.94
ASX : $62.58
AZJ : $3.43
BEN : $12.25
BHP : $40.23
BKW : $26.32
BOQ : $6.46
BRG : $34.87
BSL : $20.53
BXB : $18.77
CAR : $36.89
CBA : $144.02
CGF : $6.45
COH : $285.34
COL : $19.22
CPU : $26.04
CSL : $294.30
CWY : $2.85
EBO : $34.22
EDV : $5.04
EVN : $4.42
FLT : $21.38
FMG : $17.71
FPH : $34.30
GQG : $2.65
GYG : $40.94
HUB : $57.49
HVN : $4.88
IAG : $7.70
IEL : $16.02
IFT : $11.38
IGO : $5.23
IPL : $3.11
JBH : $78.61
JHX : $56.41
LNW : $167.07
LYC : $7.01
MCY : $5.55
MEZ : $5.58
MIN : $37.84
MPL : $3.65
MQG : $231.82
MTS : $3.58
NAB : $39.48
NEM : $78.78
NST : $15.78
NWL : $23.81
NXT : $16.69
ORG : $10.02
ORI : $17.90
PLS : $2.89
PME : $171.99
PMV : $34.22
QAN : $7.17
QBE : $16.54
QUB : $3.87
REA : $198.35
REH : $28.46
RHC : $40.38
RIO : $113.60
RMD : $35.20
RWC : $5.92
S32 : $3.22
SDF : $5.65
SEK : $23.31
SFR : $9.16
SHL : $26.86
SOL : $33.70
SPK : $3.03
SQ2 : $100.93
STO : $7.10
SUL : $17.66
SUN : $18.44
SVW : $42.21
TLC : $5.09
TLS : $4.02
TLX : $18.67
TNE : $23.60
TPG : $4.89
TWE : $11.05
VEA : $2.86
WBC : $33.40
WDS : $24.63
WES : $69.91
WHC : $6.03
WOR : $14.47
WOW : $35.27
WTC : $132.15
XRO : $149.22
YAL : $5.52

Back to SMAs

Wealthtrac SMA logo

LFS SMAs

3 Investment Portfolios (Accumulation Phase)
3 Income Portfolios (Income and Pension Phase)

1/6
LFS Moderate
Investment

  • Code
    LFS001
  • Style
    Multi-asset class and multi-manager
  • Indicative number of holdings
    6 to 30
  • Suggested investment timeframe
    Min. 6 years
  • Investment return objective
    Inflation plus 2%
  • Min. portfolio size
    No minimum

2/6
LFS Moderate
Income

  • Code
    LFS002
  • Style
    Multi-asset class and multi-manager
  • Indicative number of holdings
    6 to 30
  • Suggested investment timeframe
    Min. 6 years
  • Investment return objective
    Inflation plus 2%
  • Min. portfolio size
    No minimum

3/6
LFS Growth
Investment

  • Code
    LFS003
  • Style
    Multi-asset class and multi-manager
  • Indicative number of holdings
    6 to 30
  • Suggested investment timeframe
    Min. 7 years
  • Investment return objective
    Inflation plus 2.5%
  • Min. portfolio size
    No minimum

4/6
LFS Growth
Income

  • Code
    LFS004
  • Style
    Multi-asset class and multi-manager
  • Indicative number of holdings
    6 to 30
  • Suggested investment timeframe
    Min. 7 years
  • Investment return objective
    Inflation plus 2.5%
  • Min. portfolio size
    No minimum

5/6
LFS High Growth
Investment

  • Code
    LFS005
  • Style
    Multi-asset class and multi-manager
  • Indicative number of holdings
    6 to 30
  • Suggested investment timeframe
    Min. 7 years
  • Investment return objective
    Inflation plus 3%
  • Min. portfolio size
    No minimum

6/6
LFS High Growth
Income

  • Code
    LFS006
  • Style
    Multi-asset class and multi-manager
  • Indicative number of holdings
    6 to 30
  • Suggested investment timeframe
    Min. 7 years
  • Investment return objective
    Inflation plus 3%
  • Min. portfolio size
    No minimum