Growth SMA

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MARCUS TODAY GROWTH SMA - MT0001
MT GROWTH SMA PERFORMANCE

General Advice Warning & Investment Disclaimer: Past performance is not a reliable indicator of future performance. Please refer to Product Disclosure Statement relating to the product and consider it before making any decision about whether to invest in the product or not. Please note Marcus Today SMA is not the same as the portfolio published in the Marcus Today newsletter. The SMA operates under its own investment beliefs and philosophy, independent of the newsletter.

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MARCUS TODAY GROWTH SMA - MT0001

MT0001 is designed for investors who:

  • Are seeking an actively managed Australian equity portfolio with a moderately aggressive risk profile
  •  Have an investment timeline of 5+ years
  • Want to access to Marcus Today’s stock picking skills & portfolio construction expertise
  • Want to retain the beneficial ownership of all shares
  • Want portability of stocks – ability to move securities into or out of accounts at any time
  • Are focused on capital growth
  • Are looking for cost-effective investing with a trade netting policy (buys & sells are matched across the host platform)
  • Are looking for consolidated reporting – you can easily monitor your portfolio through online access to quality reporting 24 hours a day, seven days a week
  • Like customisation – investors may exclude and/or substitute specific stocks they do not want to invest in due to ethical concerns
  • Want transparency of stocks held within the portfolio & automatic re-balancing
MARCUS TODAY GROWTH SMA - MT0001

MT0001 is NOT designed for investors who:

  • Have a short-term investment horizon
  • Are looking to play in the speculative end of the market
  • Want a trading portfolio
  • Have a very aggressive outlook
RISKS It is important to understand that the value of the investments may go up and down, investment returns are not guaranteed and investors may lose some of their money. The appropriate level of risk for each person depends on a range of factors, including age, investment time frame and the investor’s risk tolerance. For more detailed information relating to the risks of the Fund, please refer to the relevant Product Disclosure Statement.