Benefits of Managed Portfolios

Professional management

the MDA provider manages the investments on a daily basis. This means you'll have less decisions to make and less paperwork to go through.


MDA platforms allow you to see all of the assets in your account. You can see your fees and costs, as well as the performance of your investments. Look for an MDA that has this capability.


To react quickly to market changes, the MDA provider may buy or sell assets.


Under the guidance of Investment Managers, MDA providers helps you manage your funds.

Investment Process

  • Evaluate your investment objectives
  • Choose a portfolio based on your risk profile
  • Obtain your Statement of Advice
  • Invest in your portfolios of choice

Talk to us today about portfolio

Portfolio Highlights

Portfolio Performance

52.00 %

US Stock Market

28.00 %

Global ex-US Stock Market

16.00 %

Total US Bond Market

4.00 %

Global Bonds (Unhedged)

Fund Asset Allocation

Start Saving for what matters the most. Start with our Sma Model Portfolios/p>

Fees Structure

PORTFOLIO NAME Portfolio Construction fee (A) Fund Manager Fee (B) TOTAL FEE(A+B)
Education Scheme $120.00 $120.00 $240.00
Saving Scheme $120.00 $120.00 $240.00
Growth Fund $120.00 $120.00 $240.00
Australian Shares $120.00 $120.00 $240.00
High Growth Fund $120.00 $120.00 $240.00

Key Risks of SMA

Ownership and investment decisions

the MDA provider may make investment decisions you do not agree with. If it's in line with the investment program, you still have pay for the investment

Changes in financial situations

the MDA provider makes investment decisions based on an agreed investment program. If your financial situation changes and you don't update them, the provider could make decisions that no longer

Management fees

fees and costs can add up quickly and reduce your investment returns.