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…Details
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…Details
The Marcus Today team, headed by Marcus Padley, constantly monitors the model portfolio and makes changes as they are required. The investment strategy involves a combination of approaches to identify attractive companies and their suitability for portfolio inclusion, including: fundamental stock analysis, with particular focus on return on equity, future earnings growth and relative valuations…Details
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, either as a one-off investment, or by setting up a regular contribution plan via direct debit.
No, not at this time.
Yes, at any time without a penalty or withdrawal fee. Withdrawals can be in the form of cash, or in-specie transfer out (in-specie transfer fee may apply).
Unless specified otherwise income and dividends received will be paid into your cash holding within your Account, and used for future investment during the portfolio rebalancing process (subject to the minimum trade size being achieved). You have the option to nominate an external linked bank account, and have your income and dividends paid into the…