A2M : $6.63
AFI : $7.17
AGL : $10.45
AIA : $6.94
ALD : $33.24
ALL : $48.22
ALQ : $14.48
ALU : $67.51
ALX : $4.97
AMC : $14.92
ANZ : $29.05
ARG : $8.68
ASX : $57.51
AWC : $1.60
AZJ : $3.58
BEN : $11.31
BHP : $42.70
BKW : $27.11
BOQ : $5.84
BRG : $28.33
BSL : $20.08
BXB : $14.23
CAR : $35.33
CBA : $127.19
CGF : $6.55
COH : $330.94
COL : $17.39
CPU : $26.68
CSL : $293.00
CSR : $8.97
CWY : $2.72
EBO : $29.64
EDV : $5.07
EVN : $3.63
FLT : $19.84
FMG : $21.83
FPH : $28.75
GQG : $2.79
HVN : $4.46
IAG : $6.71
IEL : $15.52
IFT : $10.26
IGO : $5.98
IPL : $2.85
JBH : $64.67
JHX : $48.36
LYC : $6.06
MCY : $5.86
MEZ : $5.83
MIN : $60.66
MPL : $3.71
MQG : $198.26
MTS : $3.84
NAB : $36.17
NEM : $62.90
NHC : $4.64
NST : $13.33
NWL : $21.84
NXT : $17.97
ORG : $10.32
ORI : $17.97
PDN : $13.70
PLS : $3.23
PME : $135.70
PMV : $29.57
QAN : $6.15
QBE : $17.49
QUB : $3.53
REA : $192.24
REH : $25.63
RHC : $49.13
RIO : $119.29
RMD : $31.94
S32 : $3.66
SDF : $5.69
SEK : $22.65
SFR : $8.64
SHL : $26.61
SOL : $33.34
SPK : $3.70
SQ2 : $93.24
STO : $7.42
SUN : $16.54
SVW : $38.17
TLC : $5.18
TLS : $3.59
TLX : $17.98
TNE : $18.30
TPG : $4.70
TWE : $12.41
VEA : $3.19
WBC : $27.10
WDS : $27.28
WES : $67.72
WHC : $7.66
WOR : $13.97
WOW : $33.12
WTC : $92.11
XRO : $131.27
YAL : $5.99

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*

* 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