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Expand your clients’ investment horizons

Separately Managed Accounts (SMAs) offer the opportunity to directly invest in equities and other listed securities while enjoying the benefits of a managed fund.

SMAs are financial products that are sold via a Product Disclosure Statement (PDS) and operate within a Managed Investment Scheme. However, SMAs are not pooled investment vehicles – the investor is the owner of the underlying securities. This direct ownership of the underlying securities is one of the characteristics that set SMAs apart from other popular retail investment products such as listed investment companies (LICs).

SMAs are based on model portfolios of listed securities covering a range of asset classes such as Australian equities, listed property and fixed income. The minimum investment is relatively low and for any one client, several SMAs can be blended in order to achieve your client’s specific objectives.