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SMA model portfolios

The OneVue Separately Managed Account offers investors a range of Investment Managers and Model Portfolios.

Model Portfolio   Type of Model Portfolio   Benchmark

ATI Balanced Growth
 
  
Australian shares
  
S&P/ASX 300 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 300 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

Hyperion High Conviction Large Cap
 
  
Australian shares
  
S&P/ASX 300 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 Industrial Accumulation Index

Proactive Portfolios Balanced
 
  
Multi-Sector
ASX Listed Securities
  
Composite Index (refer to profiles)

Proactive Portfolios Growth
 
  
Multi-Sector
ASX Listed Securities
  
Composite Index (refer to profiles)

Proactive Portfolios High Growth
 
  
Multi-Sector
ASX Listed Securities
  
Composite Index (refer to 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 300 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

UBS Australian Property Securities
 
  
Australian property securities
  
S&P/ASX 200 A-REIT Accumulation Index

UBS Australian Small Companies
 
  
Australian shares
  
S&P/ASX Small Ordinaries Accumulation Index

UBS HALO (High Alpha Long Term Opportunity)
  
Australian shares
  
S&P/ASX 200 Accumulation Index

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Disclaimer
The information in this document is general information only that has been prepared without taking into account any individual’s objectives, financial situation or needs. Before acting on this information you should read and consider the relevant offer documents available by contacting OneVue.

The OneVue UMA Other Assets & Liabilities Service, SMA and Wrap Service are issued and operated by OneVue Limited ABN 18 072 262 312, AFSL 245525. The OneVue term deposit hub is provided by Australian Money Market Pty Ltd under the AFS licence of DDH Graham Limited ABN 28 010 638 219 AFSL 226319. OneStepSUPER is issued by CCSL Limited, ABN 51 104 967 964, AFSL 287084.