360 : $24.30
A2M : $5.91
AFI : $7.36
AGL : $11.69
AIA : $7.88
ALD : $28.67
ALL : $73.72
ALQ : $16.18
ALX : $5.03
AMC : $16.21
AMP : $1.72
ANN : $34.51
ANZ : $30.12
ARG : $9.05
ASX : $61.49
AZJ : $3.20
BEN : $13.26
BHP : $40.15
BOQ : $6.85
BRG : $37.19
BSL : $20.99
BXB : $19.26
CAR : $40.33
CBA : $158.24
CGF : $6.07
COH : $311.47
COL : $19.20
CPU : $34.74
CSL : $270.12
CWY : $2.71
DEG : $2.08
EBO : $37.15
EDV : $4.12
EVN : $5.90
FMG : $19.00
FPH : $31.20
GQG : $2.20
GYG : $39.39
HUB : $80.48
HVN : $5.22
IAG : $8.79
IFT : $9.85
IPL : $2.97
JBH : $102.02
JHX : $52.58
LYC : $6.45
MCY : $5.71
MEZ : $5.25
MIN : $34.50
MPL : $3.97
MQG : $229.60
MSB : $3.01
NAB : $39.33
NEM : $69.92
NHC : $4.89
NST : $17.83
NWL : $31.36
NXT : $14.94
ORG : $10.21
ORI : $17.27
PLS : $2.34
PME : $288.79
PNI : $26.16
QAN : $9.41
QBE : $20.16
QUB : $4.09
REA : $253.13
REH : $23.06
RHC : $33.69
RIO : $119.40
RMD : $38.78
RWC : $5.21
S32 : $3.47
SDF : $5.79
SEK : $23.13
SFR : $10.11
SGH : $48.98
SHL : $28.25
SIG : $2.81
SOL : $33.37
SPK : $2.62
STO : $7.08
SUN : $20.00
TLC : $4.89
TLS : $3.96
TLX : $29.01
TNE : $31.69
TPG : $4.38
TWE : $10.61
VEA : $2.52
WBC : $33.29
WDS : $24.74
WES : $74.88
WHC : $6.25
WOR : $14.35
WOW : $29.60
WTC : $127.35
XRO : $184.40
XYZ : $139.33
YAL : $6.53

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