Founded in 1998 by stockbroker Marcus Padley, Marcus Today has grown from a daily note to clients into a leading independent stock market newsletter, with in-depth company research and recommendations, financial market analysis and commentary, trading and technical ideas and model portfolios. The Marcus Today culture of “telling it as it is” has translated into…
Over a 1 year period, 3 year period and since inception, the historical performances are as follows: Growth SMA *Praemium | 01/04/2021 | Details correct at time of publication. Past performance is not a reliable indicator of future returns. Income SMA *Praemium | 01/04/2021 | Details correct at time of publication. Past performance is…
Marcus Today SMA Traditional Managed Fund You are the beneficial owner of a direct share portfolio You own units in a pooled fund of investments You retain your individual status regarding capital gains tax You are exposed to inheriting the capital gains of other fund members All franking credits accrue to you personally Franking credits…
There are two Model portfolios: Marcus Today SMA (MT001) Marcus Today Equity Income SMA (MT002) Refer to the SMA Fact Sheet for further details one each of the model portfolios.
Yes, there is a $50,000 minimum investment per SMA model portfolio.
Your account can be customised through security substitution, which allows you to avoid acquiring securities that either you do not wish to hold, or you already have exposure to outside of the SMA. Note, if you choose to customise your account, it may not perform in the same manner as the actual Model Portfolio due…
Yes, regular contributions can be a picked option indicated during the application process. Or you can use your dedicated BPAY code at any time to top-up your fund. Your BPAY code will be valid for all your transfers into your SMA account. Another option is to contact the SMA team (sma@marcustoday.com.au) to debit your linked…
