360 : $26.05
AAI : $71.22
AFI : $7.61
AGL : $11.08
AIA : $7.53
ALD : $28.37
ALL : $69.78
ALQ : $16.01
ALX : $4.70
AMC : $16.16
ANN : $33.87
ANZ : $31.20
ARG : $9.24
ASX : $68.71
AZJ : $3.37
BEN : $13.55
BHP : $40.67
BOQ : $7.01
BRG : $35.99
BSL : $21.84
BXB : $19.62
CAR : $40.70
CBA : $157.91
CGF : $6.25
COH : $304.85
COL : $19.13
CPU : $33.21
CSL : $282.30
CWY : $2.90
DEG : $1.91
EBO : $34.17
EDV : $4.37
EVN : $5.10
FMG : $19.66
FPH : $33.70
GQG : $2.14
GYG : $43.21
HMC : $12.43
HUB : $77.64
HVN : $4.83
IAG : $8.69
IFT : $11.52
IPL : $3.21
JBH : $93.83
JHX : $55.47
LYC : $7.13
MCY : $5.79
MEZ : $5.36
MIN : $34.30
MPL : $3.81
MQG : $234.45
NAB : $38.94
NEM : $64.63
NST : $16.39
NWL : $30.87
NXT : $16.32
ORG : $10.65
ORI : $18.73
PLS : $2.32
PME : $269.76
PMV : $36.63
PNI : $24.95
QAN : $8.90
QBE : $20.03
QUB : $3.98
REA : $256.40
REH : $25.65
RHC : $40.90
RIO : $120.17
RMD : $38.01
RWC : $5.40
S32 : $3.67
SDF : $5.93
SEK : $26.23
SFR : $10.20
SGH : $49.50
SHL : $29.12
SIG : $2.88
SOL : $35.30
SPK : $2.60
SQ2 : $153.30
STO : $6.70
SUN : $19.96
TLC : $5.19
TLS : $4.01
TLX : $24.72
TNE : $32.06
TPG : $4.51
TWE : $11.46
VEA : $2.61
WBC : $33.14
WDS : $24.63
WES : $74.56
WHC : $6.41
WOR : $13.44
WOW : $30.22
WTC : $133.01
XRO : $180.08
YAL : $6.16
ZIP : $3.36

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