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.
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: Expand Extra, Macquarie Wrap, BT Panorama, Netwealth, Grow Wrap |
| Antares Core Opportunities | Through platform: Expand Extra, Netwealth, Macquarie Wrap, Grow Wrap | |
| Antares Ex-20 Australian Equities | Through platform: Expand Extra, Netwealth, Macquarie Wrap, BT Panorama |
|
| Property | Antares Listed Property | Through platform: Expand Extra, Netwealth, Macquarie Wrap |
| Antares Dividend Builder |
Antares Equities is a partner of MLC Asset Management.
How to invest through SMA?
Antares 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
