| 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 are shared between all unit holders |
| You can customise and diversify your share portfolio |
The fund's manager determines your entire portfolio |
| You can access online reports with all the information you need on your portfolio 24/7 |
The fund's reports are generally issued annually |
