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Investing via SMAs

Separately Managed Accounts

An individual portfolio of direct equities with professional investment management

Separately managed accounts (SMAs) are a great way of investing directly in shares with the benefits of professional investment management. With the benefits of investing in a managed fund (such as share selection and ongoing portfolio management) as well as the beneficial ownership of investing in shares, there are plenty of reasons for you to consider investing in SMAs.

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Listed securities

Each investor has their own portfolio of shares

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Professional investment management

Portfolios are professionally managed (share selection and ongoing portfolio management)

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Separately managed account (SMA)

The shares within an investor's portfolio are determined by the SMA model portfolio selected

Why choose SMAs?

With SMAs, investors have their own portfolio of shares that are held in trust on their behalf. This means, each investor has an absolute entitlement to, and is the beneficial owner of, their own portfolio of shares. This is opposed to being allocated ‘units’ in a managed fund.

Expertise

The ability to invest directly in shares which are managed by investment professionals

Access

Being able to view the individual shares within their portfolio

Diversification

Likely paying lower brokerage costs than trading shares directly

Consistency

Not having their tax position affected by other investors (as an individual cost base is established for each portfolio).

Security

Avoiding buy/sell spreads, CGT events and broker fees when they transfer commonly-held shares into an SMA and between SMA model portfolios

Asset class
Portfolio
How to invest
Australian equities Antares Dividend Builder Through platform: MLC WrapMLC NavigatorMacquarie WrapBT Panorama,NetwealthANZ Grow Wrap
  Antares Core Opportunities Through platform: MLC WrapMLC NavigatorNetwealthMacquarie Wrap, ANZ Grow Wrap
  Antares Ex-20 Australian Equities

Through platform: MLC WrapMLC NavigatorNetwealthMacquarie WrapBT Panorama

  Redpoint Industrials Through platform: MLC Wrap,MLC Navigator
Property Antares Listed Property Through platform: MLC WrapMLC NavigatorNetwealthMacquarie Wrap
Antares Dividend Builder

Antares Equities and Redpoint Investment Management  are both partners of MLC Asset Management.

 

How to invest through SMA?

Both Antares and Redpoint Investment Management SMA model portfolios are available through platforms, refer to the above table for platform availability

Need more information?

Contact Client Services on 1300 738 355, 8:30am to 5:30pm EST, Monday to Friday, or email info@mlcam.com.au