A2M : $6.87
AAI : $50.86
AFI : $7.30
AGL : $10.09
AIA : $6.82
ALD : $33.11
ALL : $52.59
ALQ : $14.97
ALX : $5.15
AMC : $15.55
ANN : $27.01
ANZ : $29.34
ARG : $8.83
ASX : $64.04
AUB : $32.04
AZJ : $3.60
BEN : $12.45
BHP : $42.27
BKW : $28.31
BOQ : $6.25
BRG : $27.66
BSL : $21.59
BXB : $15.10
CAR : $34.29
CBA : $133.13
CGF : $6.81
COH : $346.28
COL : $17.73
CPU : $27.62
CSL : $308.43
CWY : $2.74
EBO : $31.82
EDV : $5.36
EVN : $3.96
FLT : $21.40
FMG : $20.61
FPH : $29.04
GQG : $2.95
HUB : $48.46
HVN : $4.60
IAG : $7.14
IEL : $14.00
IFT : $9.80
IGO : $5.73
IPL : $2.88
JBH : $66.95
JHX : $53.20
LYC : $6.36
MEZ : $5.93
MIN : $55.29
MPL : $3.84
MQG : $202.74
MTS : $3.55
NAB : $37.39
NEM : $70.50
NHC : $4.76
NST : $14.00
NWL : $22.89
NXT : $16.34
ORG : $10.37
ORI : $17.35
PLS : $3.03
PME : $133.43
PMV : $32.16
QAN : $6.05
QBE : $17.19
QUB : $3.76
REA : $195.58
REH : $27.07
RHC : $46.62
RIO : $116.25
RMD : $31.62
RWC : $4.94
S32 : $2.98
SDF : $6.38
SEK : $20.35
SFR : $8.41
SHL : $27.09
SOL : $34.70
SPK : $3.77
SQ2 : $94.32
STO : $7.78
SUN : $17.25
SVW : $37.72
TLC : $4.91
TLS : $3.87
TLX : $19.28
TNE : $19.28
TPG : $4.60
TWE : $12.28
VEA : $3.10
WBC : $28.50
WDS : $27.05
WES : $71.05
WHC : $7.91
WOR : $15.04
WOW : $34.28
WTC : $93.15
XRO : $132.28
YAL : $6.86

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