Separately Managed Accounts – Funds (SMA – Funds)
We've put together five portfolios for you to choose from, depending on how old you are and how comfortable you are with 'risk'.
If your employer opens an Asgard Employee Super Account for you, unless they have nominated a SMA – Funds or Managed Profile portfolio as a default option, you will be automatically invested in a portfolio depending on your age.
|Younger than 30||High Growth|
|30 to 40||Growth|
|41 to 55||Balanced|
|56 to 60||Moderate|
|Older than 60||Defensive|
The managed funds in each portfolio have been carefully chosen so that you can rest easy, knowing your super is in good hands. To see recent performance of SMA - Funds and the breakdown of each portfolio, click here.
If you'd prefer to more actively manage your super, you can create your own portfolio from over 345 managed investments and a broad selection of shares listed on the S&P/ASX 300 index. Of course, we suggest you see your financial adviser before taking up this option.
For more information about your investment choices, take a look at the PDS and talk with your financial adviser about the best option for your particular circumstances.