Initial Admin fee of 0.33% + Initial Investment fee of 0.75% Administration fee: $165 p.a. (0.33% x 50,000) Investment fee: $375 p.a. (0.75% x 50,000) Expense Recovery: Up to $65 p.a. TOTAL: $605
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…
In the current market climate it is impossible to predict the yield as a large portion of the market are cutting, deferring or cancelling their dividends. Typically the Growth SMA will have a yield slightly below that of the broader market due to its weighting towards younger “Growth” companies.
The SMA structure differs from that of a traditional managed fund. In both the Growth and Income SMA’s investors have the choice to have dividends paid out or reinvested into their account (as they own the shares, not a slice of a managed fund). The tracked performance shows total return for both the growth and…
Apply online or request a paper appliation from the SMA Team firstname.lastname@example.org scan and send it back. For more information or assistance email email@example.com or call 0428 062 327.
I am looking for a fund to provide income, hopefully generated by the gain/performance off the fund. Do you think I could use the Marcus Today SMA’s to achieve this objective?
You can elect to take dividends in cash or reinvest. It is an election when you invest.
It is impossible to predict brokerage as it is dependent on the amount of activity in the model which is highly variable depending on market conditions. The SMA seeks to minimise brokerage costs by eliminating unnecessary trading; this process, known as netting, works to offset buy and sell trades in an investment so that only…
No, you can use a current and existing bank account that will be linked to your SMA Fund and only used on your instructions.
Your SMA will act as an investment under your name and you retain beneficial ownership of all of your shares. CHESS details will be created for your SMA.
The will be Quarterly reporting and you can request reports from the SMA team at any time.