Overview

The Separately Managed Account (SMA) removes the complexity of managing your own global investment portfolio by providing access to the Peters MacGregor Global Equity Model Portfolio. The SMA is transparent, flexible, and tax efficient.

  • Access to a professionally managed, high conviction portfolio invested in 20 to 30 businesses listed on major stock exchanges around the world
  • Beneficial ownership of shares
  • Truly unique portfolio holdings compared to the benchmark index and other global equity funds

Key Features

Investment objective

To outperform the MSCI ACWI Net Return (AUD) Index over the long term (five years plus) net of fees, while reducing the risk of permanent capital loss.

Investment style

Value, fundamental, ‘bottom-up’ approach

Asset allocation

Global securities 80% – 100%
Cash 0% – 20%

Number of stocks

20 to 30 investments in businesses listed on major stock exchanges around the world.

Suggested investment timeframe

5 years plus

Minimum investment

A$50,000

Frequently Asked Questions

What is a Separately Managed Account?

A Separately Managed Account (SMA) is a portfolio of shares (or other securities) that is professionally managed by an investment manager. Unlike a managed fund, a SMA is not sold in units and money is not pooled together with other investors. Rather, the investor has beneficial ownership of the assets held in the portfolio purchased on their behalf. The benefits over a managed fund include beneficial ownership of shares, greater transparency and potential tax advantages.

How do I open a Separately Managed Account?

Speak to your financial planner about accessing the Peters MacGregor Separately Managed Account on the Mason Stevens platform.

Direct applications can be made via the Mason Stevens platform. You will also need a certificate from a qualified accountant stating that you are a wholesale/sophisticated investor.

Please contact us for more information.

What is the minimum investment?

The minimum investment is A$50,000. You will also need a certificate from a qualified accountant stating that you are a wholesale/sophisticated investor.

What is a wholesale/sophisticated investor?

In accordance to the Corporations Act (2001), a person or entity is a wholesale/sophisticated investor if they:

  • have obtained a certificate by a qualified accountant in the last six months stating that the person has net assets of at least A$2.5 million or gross income for each of the past two financial years of at least A$250,000 a year;
  • invest more than A$500,000 at the time of initial investment;
  • are a person or entity that is controlled by a person or entity that is a wholesale/sophisticated investor;
  • are trustees of superannuation funds, approved deposit funds, pooled superannuation trusts and public sector superannuation schemes under the Superannuation Industry (Supervision) Act 1993 with net assets of at least A$10 million;
  • control at least A$10 million.

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