The Macquarie Access Growth Multi-Asset Model Portfolio provides broad diversified exposure to a range of asset classes and markets, with a bias toward growth assets.

Aims to provide positive returns of 4.5% per annum above Australian inflation (before fees) over the medium to long term. Inflation is defined as the Consumer Price Index (CPI) as measured by the Reserve Bank of Australia Trimmed Mean, as published by the Australian Bureau of Statistics.

Benefits

• Transparency: View all investments, transactions and fees securely online, allowing you and your adviser to see
  exactly what you own and track changes in your Portfolio(s).
  
  
• Portability: Where permitted, transfer securities (held in the same name) into and out of your SMA Account without it resulting in a capital gains tax event.
  
  
• Segregated tax position from other investors: To the extent that your Portfolio holds direct equities, your tax position is not affected by the decisions of other investors within the SMA
  
  
• Professional investment management: You are relieved of the day to day decision making responsibilities associated with managing an investment portfolio.
  
  
• Diversification: The more diversified the SMA Model Portfolio, the less risk of the investor being over-exposed to the performance of any single investment holding.
  
  
• Hassle free ownership: We look after all of the administration of your Portfolios, including tax record keeping, receipt of dividends, mail, corporate actions, and reporting.
  
  
• Customisations: Ability to restrict certain securities or sectors from being included in your SMA Account.
  
  
• SMSFs: Suitable investment solution for self managed super funds (SMSFs).
  
  
• Income election: Elect to have any dividends, distributions, other corporate action proceeds and interest from the SMA transferred to your Platform Account to facilitate any regular withdrawal plans. Refer to your Eligible Platform provider for further details.
  
  
• Automatic cash management: Manage the cash balance in your Platform Account through automated buying and selling of the SMA Model Portfolios. Refer to your Eligible Platform provider for further details.

Significant features

• Beneficial ownership of the investments within each SMA Model Portfolio.
  
  
• Choice of Investment Managers, SMA Model Portfolios and investment styles.
  
  
• An SMA Account can be funded by cash, and in some instances by transferring an existing portfolio of securities, a margin loan, or a combination of these. Please refer to your Eligible Platform provider for more information on which funding methods are available.
  
  
• The reporting you will be provided will be as per your Eligible Platform standard reporting options.
  
  
• The tax accounting method used within each Portfolio to calculate capital gains or losses will ordinarily be First in First Out (FIFO). This means the first parcel of an asset purchased is treated as being sold first. We may change the capital gains treatment at our discretion and without notice to you

The Macquarie Access Growth Multi-Asset Model Portfolio is designed for fee conscious investors with a high tolerance for volatile returns in the short term who seek higher medium to long-term returns from a large allocation to growth assets with limited exposure to defensive assets.

Investment Return Objective:

Aims to provide positive returns of 4.5% per annum above Australian inflation (before fees) over the medium to long term. Inflation is defined as the Consumer Price Index (CPI) as measured by the Reserve Bank of Australia Trimmed Mean, as published by the Australian Bureau of Statistics

Investment Suitability: 

The Macquarie Access Growth Multi-Asset Model Portfolio is designed for fee conscious investors with a high tolerance for volatile returns in the short term who seek higher medium to long-term returns from a large allocation to growth assets with limited exposure to defensive assets.

Description:

The Macquarie Access Growth Multi-Asset Model Portfolio provides broad diversified exposure to a range of asset classes and markets, with a bias toward growth assets.

The strategy is managed using a time-tested investment process focused on achieving target returns and limiting risk by adapting asset allocation to the prevailing market environment. The model portfolio has exposure to a diversified holding of managed funds
that seek to deliver benchmark returns.

Indicative asset allocation:

Australian equities: 0% to 80%

International equities: 0% to 80%

Australian fixed interest: 0% to 20%

International fixed interest: 0% to 20%

Global real estate: 0% to 25%

Global infrastructure: 0% to 25%

Cash: 1% to 20%