Separately Managed Accounts (SMA)
Managed portfolios are designed to deliver a flexible and efficient means of investing and gaining exposure to different asset classes.
A managed portfolio is a notional portfolio of assets with a stated investment objective that will guide its management. Your portfolio will be managed as far as practicable to reflect the managed portfolios you select.
Managed portfolios may provide:
- transparency in terms of:
- viewing the underlying assets in your Portfolio
- tracking any changes made to your Portfolio
- reviewing the performance of the underlying assets as well as your Portfolio as a whole
- potential for more efficient management of your tax, by holding a beneficial interest in the assets in your Portfolio
- oversight of your investment, as you have more information about the underlying assets, on-going management and performance of your Portfolio.
Product Disclosure Statements (PDS)
See North Wealth Managed Portfolios PDS here.
See North Diversified Growth Index Managed Portfolio PDS here.
See North EHW Managed Portfolio PDS here.
See North EHW Managed Portfolio PDS Update here. (1st May 2026)
See Macquarie Managed Portfolio PDS here.
See BT Panorama EHW Managed Portfolio PDS here.
See BT Panorama Mercer & Varria Managed Portfolio PDS here.