Managed accounts (also known as separately managed accounts or SMA) is professionally managed like an individual portfolio with many key advantages:

• you own the underlying shares not units in a fund
• you retain beneficial ownership of the underlying securities
• entitlement to dividends and franking credits.

2020 DIRECTINVEST BlueChip Series provides access to 7 model portfolio options. Invest as little as $5,000 to own a direct, blue chip share portfolio of Australia's top companies.

MANAGED ACCOUNTS EDUCATION

Investing in a managed account is allocated across one or more available model portfolios. These model portfolios are provided by investment specialists and vary in focus in much the same way that managed funds vary in their risk and return objectives.