Wealthtrac SMAs
Wealthtrac offers 5 pre-built SMAs on the Macquarie platform.
1/5
Wealthtrac
Conservative
- Code
SMAWTC02S - Style
Multi-asset class and multi-manager - Indicative number of holdings
6 to 30 - Suggested investment timeframe
Min. 3+ years - Investment return objective
To provide a rate of return of CPI + 1.5% pa over rolling 3 year rolling periods - Min. portfolio size
$10,000*
2/5
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*
3/5
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*
4/5
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*
5/5
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*
* 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
