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Please- Note: Please note that the Marcus Today SMA (separately managed account) and the Marcus Today Income SMA are managed independently of the Marcus Today newsletter portfolios published in the Marcus Today newsletter under the portfolios tab. The newsletter portfolios are managed by Marcus Today staff and are hypothetical in nature. Hypothetical portfolios by definition allow a higher risk profile and more trading activity than the SMAs which are long term investment portfolios with an ASX benchmark and a more robust quality overlay. For compliance reasons the Marcus Today staff managing the Marcus Today newsletter portfolios are deliberately unaware of the SMA changes as they occur and the SMA Manager is unaware of the Marcus Today portfolio changes until they are reported in the Marcus Today newsletter. As such there can be material differences in the holdings, cash weightings, changes and timing between the SMA portfolios and the Marcus Today newsletter portfolios. If you wish to invest in the Marcus Today newsletter portfolios you will need to monitor the portfolio changes through the newsletter and manage your investments yourself, independently of the SMAs. If you wish to invest in the Marcus Today SMAs then you are in the right place.

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