Prime’s International Growth Separately Managed Account (SMA)

 What is Prime’s International Growth Separately Managed Account (SMA)?

Prime’s International Growth SMA is designed to provide exposure to international equity markets by way of high-quality third party funds management groups, and is suitable for investors seeking access to portfolio diversity (economic, political etc) and growth offered by international equity markets.

The Prime International Growth SMA is founded on Prime’s high conviction investment philosophy, relative to geographic benchmarks and with cost-efficiency in mind.

Separately Managed Account SnapShot:

  • Indicative number of holdings – 3 to 10 managed funds
  • Minimum portfolio size – $25,000
  • Benchmark Index – MSCI World (AUD)
  • Suggested Minimum Investment Timeframe – 5+ years
  • Indicative Asset Allocation – International Equity (85% – 98.5%), Cash (1.5% – 15%)

What are the Investor Benefits?

  • International Exposure – easy access to and exposure to international equity markets
  • Sound & robust investment philosophy based on client-first focus
  • Suitable for investors seeking growth opportunities
  • Access to expert global fund managers

What is the SMAs Methodology for Composition?

The MSCI World Index is the premier international equity benchmark country exposure (US 60%, Japan 9%, UK 8%, Switzerland / France / Germany 4%, Canada 3%). It is a ‘developed market’ index, and is heavily biased to those markets deemed to be developed, so emerging market exposure is negligible, that is , no exposure to countries like Brazil, India, China, Korea etc).

As the international exposure is heavily skewed to developed markets (quality), we feel a strict adherence to MSCI World is likely to ignore significant future growth in BRIC countries where they make up 30% of the world GDP, we will allocate exposure to the Asian region via the Platinum Asia fund.

Access to Global Fund Managers & Funds – Initial SMA Composition

  • Magellan Global Fund
  • MFS Concentrated Global Equity Trust
  • Vanguard International Shares Index Fund
  • Platinum Asia

Watch: What is a Separately Managed Account (Australian Equity)? Video

Disclaimer: This information has been prepared by Primestock Securities Limited ABN 67 089 676 068, AFSL 239180 (“Prime”). Prime accepts no obligation to correct or update the information or opinions in it. This information does not take into account your objectives, financial situation or needs. Before acting on this information, you should consider whether it is appropriate to your situation. It is recommended that you obtain financial, legal and taxation advice before making any financial investment decision. Prime is bound by the Australian Privacy Principles for the handling of personal information.


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