A2M : $6.67
AFI : $6.76
AGL : $8.50
AIA : $6.75
ALD : $41.34
ALL : $59.87
ALQ : $20.98
ALX : $4.43
AMC : $59.92
AMP : $2.49
ANN : $40.76
ANZ : $37.14
APE : $19.60
ARG : $9.31
ASX : $55.06
AZJ : $3.75
BEN : $10.20
BHP : $60.49
BSL : $30.20
BXB : $18.57
CAR : $24.05
CBA : $153.06
CDA : $44.91
CGF : $10.21
CMM : $14.74
COH : $135.41
COL : $23.30
CPU : $39.48
CSL : $166.38
CWY : $2.55
DNL : $3.90
EDV : $3.06
EVN : $13.62
FMG : $16.80
FPH : $35.15
GGP : $10.57
GMD : $7.53
HUB : $70.30
HVN : $4.19
IAG : $8.08
IFT : $11.77
IGO : $7.54
JBH : $64.72
JHX : $38.62
LNW : $121.95
LYC : $14.26
MCY : $5.36
MEZ : $4.21
MIN : $58.88
MPL : $4.61
MQG : $244.80
NAB : $38.40
NEM : $173.72
NHC : $6.39
NST : $21.57
NWL : $18.82
NXT : $12.08
ORG : $11.62
ORI : $22.16
PDI : $4.62
PDN : $10.39
PLS : $4.49
PME : $162.29
PRU : $6.33
QAN : $8.97
QBE : $22.70
REA : $153.83
REH : $16.14
RHC : $53.24
RIO : $167.11
RMD : $30.48
RMS : $3.70
RRL : $7.57
S32 : $5.00
SDF : $5.72
SFR : $20.87
SGH : $37.78
SGM : $24.55
SHL : $19.14
SIG : $2.64
SOL : $43.69
STO : $8.62
SUN : $19.36
TLC : $4.88
TLS : $4.83
TLX : $15.81
TNE : $28.12
TPG : $3.85
VAU : $6.24
VEA : $3.03
WBC : $34.21
WDS : $32.83
WES : $73.24
WGX : $5.44
WHC : $8.53
WOR : $9.79
WOW : $38.28
WTC : $32.65
XRO : $66.66
YAL : $6.28

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