Investors Keep More of their Returns with the State Street ETF Model Portfolios
Effective November 1, 2023, the weighted average management costs for the State Street Risk-Based ETF Model Portfolios were lowered. Access institutional strength solutions as low as 14bps per annum.*
* 14bps is the weighted average management costs of the underlying individual ETFs included in the State Street Moderate ETF Model Portfolio. The ETF management fees are as of 1 November 2023, calculated with the annual review asset allocation at 30 June 2023. ETF fees are subject to change. Such fees are not inclusive of third party platform or managed accounts provider administration or associated trading costs.
Seeks to provide optimal capital efficiency over a long-term horizon. The Risk-Based ETF Model Portfolios are constructed, based on risk tolerance, to achieve market exposure across both equity and fixed income markets.
Quarterly
Three portfolios that can be used to target a variety of return and risk objectives.
Click through each portfolio to take a closer look.
Research Rating
By the Numbers: Australian Managed Accounts Trends, Usage and What’s Next
Insights from the SPDR ETFs / Investment Trends 2023 Managed Accounts Report, where we sought to better understand financial advisers’ usage of managed accounts.
Research from Greenwich Associates explores the evaluation methods to help select ETF model portfolio provider.
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