Wealthtrac SMAs on Macquarie Wrap have the following features:

Wealthtrac SMAs WealthtracConservative WealthtracModerate WealthtracBalanced WealthtracGrowth WealthtracHigh Growth
Code SMAWTC02S SMAWTC05S SMAWTC01S SMAWTC03S SMAWTC04S
Style Multi-asset class and multi-manager Multi-asset class and multi-manager Multi-asset class and multi-manager Multi-asset class and multi-manager Multi-asset class and multi-manager
Indicative Number of Holdings 6 to 30 6 to 30 6 to 30 6 to 30 6 to 30
Suggested Minimum Investment Timeframe 3+ years 4+ years 5+ years 5+ years 7+ years
Investment Return Objective To provide a rate of return of CPI + 1.5% pa over rolling 3 year rolling periods To provide a rate of return of CPI + 2.5% pa over rolling 4 year rolling periods To provide a rate of return of CPI + 3.5% pa over rolling 5 year rolling periods To provide a rate of return of CPI + 4% pa over rolling 6 year rolling periods To provide a rate of return of CPI + 5% pa over rolling 7 year rolling periods
Minimum Portfolio Size $10,000* $10,000* $10,000* $10,000* $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