A2M : $7.18
AGL : $8.38
AIA : $6.89
ALD : $32.83
ALL : $59.77
ALQ : $23.22
ALX : $5.09
AMC : $62.47
ANN : $31.68
ANZ : $35.06
APE : $21.95
ASX : $51.77
AZJ : $4.18
BEN : $10.44
BHP : $59.19
BRG : $31.97
BSL : $33.34
BXB : $19.75
CAR : $25.39
CBA : $163.57
CDA : $43.94
CGF : $9.82
CMM : $12.92
COH : $118.17
COL : $24.40
CPU : $37.16
CSL : $113.03
CWY : $2.39
DNL : $3.86
DOW : $8.20
EDV : $3.31
EVN : $12.58
FMG : $19.16
FPH : $32.07
GGP : $12.59
GMD : $5.63
GQG : $1.45
HUB : $71.99
HVN : $4.93
IAG : $8.17
IFT : $12.41
IGO : $7.45
JBH : $82.60
JHX : $38.63
LNW : $111.57
LTR : $1.69
LYC : $18.66
MIN : $63.77
MP1 : $20.89
MPL : $4.98
MQG : $250.64
NAB : $37.68
NEM : $139.09
NHC : $5.42
NST : $20.81
NWL : $20.33
NXT : $14.40
ORG : $10.97
ORI : $23.68
PLS : $5.08
PME : $192.64
PRU : $5.29
QAN : $10.71
QBE : $24.86
QUB : $5.11
REA : $137.36
REH : $16.84
RHC : $43.32
RIO : $172.19
RMD : $29.20
RMS : $3.13
RRL : $6.74
S32 : $3.94
SDF : $5.12
SEK : $13.04
SFR : $19.21
SGH : $46.61
SGM : $28.14
SHL : $20.49
SIG : $2.78
SOL : $45.61
STO : $7.16
SUN : $19.00
TLC : $5.67
TLS : $5.16
TLX : $15.70
TNE : $29.74
TPG : $3.65
VAU : $4.67
VNT : $6.44
WBC : $35.32
WDS : $27.79
WES : $90.31
WGX : $4.94
WHC : $8.05
WOR : $10.77
WOW : $40.22
WTC : $32.79
XRO : $72.96
YAL : $5.55

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