360 : $23.14
A2M : $5.81
AFI : $7.42
AGL : $11.25
AIA : $7.82
ALD : $27.94
ALL : $69.12
ALQ : $15.21
ALX : $4.84
AMC : $15.21
AMP : $1.64
ANN : $33.87
ANZ : $28.67
ARG : $8.99
ASX : $65.70
AZJ : $3.25
BEN : $13.16
BHP : $39.77
BOQ : $6.68
BRG : $36.09
BSL : $18.97
BXB : $19.34
CAR : $37.28
CBA : $155.10
CGF : $6.09
COH : $296.00
COL : $18.90
CPU : $34.26
CSL : $282.91
CWY : $2.69
DEG : $1.79
EBO : $34.35
EDV : $4.21
EVN : $4.86
FMG : $18.49
FPH : $35.26
GQG : $2.07
GYG : $41.30
HMC : $9.89
HUB : $70.85
HVN : $4.76
IAG : $8.59
IFT : $11.54
IPL : $2.96
JBH : $96.35
JHX : $50.49
LYC : $6.49
MCY : $5.46
MEZ : $5.46
MIN : $34.22
MPL : $3.82
MQG : $223.36
NAB : $37.40
NEM : $60.86
NHC : $5.01
NST : $15.55
NWL : $28.87
NXT : $15.27
ORG : $10.89
ORI : $16.82
PLS : $2.20
PME : $256.67
PMV : $32.90
PNI : $22.89
QAN : $9.07
QBE : $19.43
QUB : $4.02
REA : $235.04
REH : $22.98
RHC : $33.93
RIO : $117.70
RMD : $37.53
S32 : $3.39
SDF : $5.89
SEK : $22.99
SFR : $9.39
SGH : $46.49
SHL : $27.08
SIG : $2.64
SOL : $34.92
SPK : $2.65
SQ2 : $143.02
STO : $6.67
SUN : $19.42
TLC : $5.02
TLS : $4.03
TLX : $24.55
TNE : $30.74
TPG : $4.48
TWE : $11.48
VEA : $2.62
WBC : $32.54
WDS : $24.48
WES : $72.17
WHC : $6.14
WOR : $13.66
WOW : $30.49
WTC : $122.60
XRO : $166.78
YAL : $6.44

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