SMA Mandates

The OneVue Managed Account offers investors a range of Investment Managers and Portfolio Mandates.

Mandate name Type of mandate Benchmark

ATI Balanced Growth
 
 
Australian shares
S&P/ASX 200 Accumulation Index

ATI Deep Value
 
 
Australian shares
S&P/ASX 300 Accumulation Index
 
ATI 20 Leaders
 
 
Australian shares
S&P/ASX 20 Accumulation Index
 
ATI 20 Leaders Income
 
 
Australian shares
S&P/ASX 20 Accumulation Index
 
ATI Global Equities
 
 
Exchange Traded Funds (ETFs)
MSCI World (ex Australia) Index
 
ATI Income Plus
 
 
Australian shares
Income securities
S&P/ASX 200 Accumulation Index
 
ATI Property Securities
 
 
A-REITS
S&P/ASX 300 A-REIT Accumulation Index
 
ATI ShareInvest Imputation
 
 
Australian shares
S&P/ASX 200 Accumulation Index
 
Ausbil Active Equity
 
 
Australian shares
S&P/ASX 300 Accumulation Index
 
Ausbil Emerging Leaders
 
 
Australian shares
70% S&P/ASX Mid Cap 50 Accumulation Index
30% S&P/ASX Small Ordinaries Accumulation Index
 
AUI Platypus Australian Equities
 
 
Australian shares
S&P/ASX 100 Accumulation Index
 
Dalton Nicol Reid Australian Equities High Conviction
 
 
Australian shares
S&P/ASX 200 Accumulation Index
 
Dalton Nicol Reid Australian Equities Income
 
 
Australian shares
S&P/ASX Industrials Accumulation Index
 
Dalton Nicol Reid Australian Equities Socially Responsible
 
 
Australian shares
S&P/ASX 200 Accumulation Index
 
Dalton Nicol Reid Australian Listed Property Trust
 
 
Australian shares
Listed Property Trusts
S&P/ASX 200 Property Trust Accumulation Index
 
JBWere Intermediary Growth
 
 
Australian shares
 
S&P/ASX 200 Accumulation Index
 
JBWere Intermediary Income
 
 
Australian shares
 
S&P/ASX 200 Accumulation Index
 
Lonsec Core
 
 
Australian shares
S&P/ASX 100 Accumulation Index
 
Lonsec Income
 
Australian shares
S&P/ASX 100 Accumulation Index
 
Proactive Portfolios Balanced
 
 
Multi-Sector
ASX Listed Securities
 
Composite Index (refer to mandate profiles)
 
Proactive Portfolios Growth
 
 
Multi-Sector
ASX Listed Securities
 
Composite Index (refer to mandate profiles)
 
Proactive Portfolios High Growth
 
 
Multi-Sector
ASX Listed Securities
 
Composite Index (refer to mandate profiles)
 
Ralton Australian Shares
 
Australian shares
S&P/ASX 300 Accumulation Index
 
Ralton High Yield Australian Shares
 
Australian shares
S&P/ASX 300 Accumulation Index
 
Ralton Leaders
 
Australian shares
S&P/ASX 100 Accumulation Index
 
Ralton Smaller Companies
 
Australian shares
S&P/ASX Small Ordinaries Accumulation Index
 
Renaissance Property Securities
 
 
Australian property securities
 
S&P/ASX 300 A-REIT Accumulation Index
 
SG Hiscock Concentrated A-REIT
 
 
A-REITs
 
Benchmark Unaware
 
SGHiscock 20
 
Australian shares
S&P/ASX 300 Accumulation Index

Read Read more about the Investment Managers.

Download The OneVue Managed Account PDS - Part A.

Download The OneVue Managed Account PDS - Part B.

If you have any questions, please phone us on 1300 790 235. We're here to help.