A managed account (or separately managed account) is a portfolio of individual securities, such as stocks or bonds, that is managed on your behalf by a professional asset management firm. ... Options available include ASX 200, small, mid-cap and income models as well as diversified and direct international securities models from a range of managers and asset consultants. … Separately Managed Accounts (SMAs) offer the opportunity to directly invest in equities and other listed securities while enjoying the benefits of a managed fund. Managed accounts are an increasingly popular type of investment product that provides investors with direct ownership and control of an investment account looked after by a professional manager. qualify for separately managed accounts (SMAs), SMAs can go well beyond the basic tax efficiency of ETFs by creating a unique additional tax benefit while still indexing at low cost. Antares Capital Partners Limited Antares is a dedicated asset management business managing more than $20 billion in equities and fixed income (as at 31 December 2011). Portfolio Management of Separately Managed Accounts. It’s like having your own private mutual fund—instead of managing a portfolio of securities for a group of investors, the portfolio is being managed for you alone. Unlike managed funds, when you invest via a managed account (also known as separately managed accounts or SMA), you own the underlying assets in the portfolio. MLC has added an ex-20 Australian equities separately managed account (SMA) to its MLC Wrap and MLC Navigator platforms, as it has the capacity to outperform, according to MLC. Planner Direct Equities and Managed Accounts Report. At Antares we are wholly focused on delivering performance for investors through an investment ... Our managed accounts are accessible via a growing list of investment platforms. The key differences between wrap accounts and master trusts Wrap Account Master Trust May hold managed funds, including low-fee wholesale managed funds, as well as direct investments such as shares and term deposits Restricted to holding managed funds, including low-fee wholesale managed … Managed accounts; Managed accounts: A whole of business solution. Alternatively, for those who want to have direct HIN ownership of their shares, we have a managed account solution with various portfolio options on offer. So, I decided to put together this guide to help explain some of the differences between a mutual fund and separately managed account. It comes as Netwealth, which offers separately managed accounts (SMAs), prepares for a $900 million initial public offering that could catapult its founders onto the Financial Review Rich List. This strategy has no direct exposure to fossil fuels. Separately managed accounts vs mutual funds, which is the better choice for you? Separately Managed Accounts have been added to the YCharts platform, providing advisors with a centralized, researchable database of nearly 10,000 SMAs from dozens of asset managers. Transparency: Your clients can see the individual assets held within their iSMA portfolio through consolidated reports and statements provided in connection with the MLC Wrap and MLC Navigator platforms. Simply put, they are just managed funds where you hold the individual shares in your … For years, investors have used the benefits of a separately managed account. ... your client has direct … Trillium Growth and Income: Equity Large Cap: US$51M $2 million direct, $250,000 advisor Separately Managed Accounts. Separate accounts (SA), also called separately managed accounts (SMAs), are investment portfolios managed by professionals on behalf of an individual. 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