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Separately managed accounts, or SMAs, are a way of investing directly in equities while maintaining the benefits of professional investment management. Like a managed fund, an SMA is a portfolio of equities (or other assets) that is managed by a professional investment manager. The key difference however is that an SMA is not a pooled trust in which an investor acquires units. Instead, with an SMA, the client has an absolute entitlement to, and beneficial ownership of, a portfolio of assets that are held in trust on their behalf. The assets held in a client’s portfolio are determined by the model portfolio(s) that they choose.

Model Portfolio details

Fund name Benchmark Inception date Fund profile
Dividend Builder SMA Model Portfolio S&P/ASX 200 Industrials Accumulation Index 22 November 2010
Core Opportunities SMA Model Portfolio S&P/ASX 200 Accumulation Index 22 November 2010
Listed Property SMA Model Portfolio S&P/ASC 200 A-REIT Accumulation Index 9 October 2014
Ex-20 Australian Equities SMA Model Portfolio S&P/ASX 200 Accumulation Index excluding the S&P/ASX 20 Leaders Accumulation Index 27 May 2015

1 You retain beneficial ownership of the assets in your Portfolio.

2 The four Model Portfolios available:

  • Antares Core Opportunities
  • Antares Dividend Builder
  • Antares Listed Property
  • Antares Ex-20 Australian Equities.