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