A2M : $6.89
AFI : $6.86
AGL : $8.57
AIA : $7.11
ALD : $42.49
ALL : $60.43
ALQ : $22.62
ALX : $4.63
AMC : $64.65
AMP : $2.38
ANN : $40.41
ANZ : $36.34
APE : $22.48
ARG : $9.27
ASX : $55.01
AZJ : $3.73
BEN : $10.54
BHP : $66.44
BRG : $32.56
BSL : $30.69
BXB : $19.65
CAR : $28.03
CBA : $154.67
CDA : $48.94
CGF : $9.55
CMM : $17.23
COH : $138.26
COL : $23.66
CPU : $39.16
CSL : $173.60
CWY : $2.58
DNL : $3.80
EDV : $3.06
EMR : $7.04
EVN : $15.67
FMG : $17.77
FPH : $36.70
GGP : $12.81
GMD : $8.53
HUB : $76.26
HVN : $4.41
IAG : $7.75
IFT : $11.92
IGO : $8.46
JBH : $66.38
JHX : $41.21
LNW : $130.56
LYC : $16.19
MEZ : $4.43
MIN : $64.44
MPL : $4.73
MQG : $251.22
NAB : $38.01
NEM : $183.16
NHC : $6.00
NST : $24.56
NWL : $21.69
NXT : $13.99
ORG : $11.76
ORI : $22.15
PDN : $12.05
PLS : $5.21
PME : $186.32
PRU : $6.75
QAN : $9.64
QBE : $21.75
REA : $178.59
REH : $16.63
RHC : $51.41
RIO : $176.62
RMD : $32.81
RMS : $3.96
RRL : $8.61
S32 : $5.14
SDF : $5.83
SEK : $14.83
SFR : $23.06
SGH : $39.64
SHL : $20.26
SIG : $2.68
SOL : $44.10
STO : $8.15
SUN : $18.55
TLC : $5.04
TLS : $4.58
TLX : $16.11
TNE : $32.69
TPG : $3.72
VAU : $6.94
VEA : $2.91
WBC : $33.66
WDS : $32.37
WES : $78.67
WGX : $6.68
WHC : $8.26
WOR : $10.17
WOW : $39.42
WTC : $40.97
XRO : $86.51
YAL : $6.12

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