AFI : $7.41
AGL : $11.67
AIA : $6.81
ALD : $28.34
ALL : $57.11
ALQ : $13.69
ALX : $4.82
AMC : $16.36
ANN : $31.48
ANZ : $31.53
ARG : $8.94
ASX : $62.58
AZJ : $3.43
BEN : $12.25
BHP : $40.23
BKW : $26.32
BOQ : $6.46
BRG : $34.87
BSL : $20.53
BXB : $18.77
CAR : $36.89
CBA : $144.02
CGF : $6.45
COH : $285.34
COL : $19.22
CPU : $26.04
CSL : $294.30
CWY : $2.85
EBO : $34.22
EDV : $5.04
EVN : $4.42
FLT : $21.38
FMG : $17.71
FPH : $34.30
GQG : $2.65
GYG : $40.94
HUB : $57.49
HVN : $4.88
IAG : $7.70
IEL : $16.02
IFT : $11.38
IGO : $5.23
IPL : $3.11
JBH : $78.61
JHX : $56.41
LNW : $167.07
LYC : $7.01
MCY : $5.55
MEZ : $5.58
MIN : $37.84
MPL : $3.65
MQG : $231.82
MTS : $3.58
NAB : $39.48
NEM : $78.78
NST : $15.78
NWL : $23.81
NXT : $16.69
ORG : $10.02
ORI : $17.90
PLS : $2.89
PME : $171.99
PMV : $34.22
QAN : $7.17
QBE : $16.54
QUB : $3.87
REA : $198.35
REH : $28.46
RHC : $40.38
RIO : $113.60
RMD : $35.20
RWC : $5.92
S32 : $3.22
SDF : $5.65
SEK : $23.31
SFR : $9.16
SHL : $26.86
SOL : $33.70
SPK : $3.03
SQ2 : $100.93
STO : $7.10
SUL : $17.66
SUN : $18.44
SVW : $42.21
TLC : $5.09
TLS : $4.02
TLX : $18.67
TNE : $23.60
TPG : $4.89
TWE : $11.05
VEA : $2.86
WBC : $33.40
WDS : $24.63
WES : $69.91
WHC : $6.03
WOR : $14.47
WOW : $35.27
WTC : $132.15
XRO : $149.22
YAL : $5.52

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