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Marcus Today Equity Income SMA – MT0002

The Marcus Today Equity Income SMA is an Australian Equities fund focused on delivering the highest yield possible, while minimizing the risk of capital loss. The SMA can hold up to 50 stocks and a cash weighting between zero and 100%.

You won’t find the star growth stocks in this fund, we do that in our other SMA, but what you will find are large, well-researched companies that possess both a good earnings and distribution history. This strategy sees us primarily invested in high-yielding large-cap stocks within the ASX 50, with the ability to invest in smaller companies offering a strong income opportunity.

Whilst we have the mandate that allows us to go up to 100% cash we intend to remain fairly fully invested unless there is a significant market event. As such the Equity Income SMA looks to be close to fully invested in order to maximise income, although we will ‘trade’ themes and opportunities in income stocks, often around the dividend dates.

This portfolio will suit investors who are looking to generate an income stream from equities.

*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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