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        Model Portfolio Education

        What is a model portfolio?

        2.5 min read

        You want to put your money to work to build the life you and your family have dreamed of. A clear financial plan can help to support your financial future. 

        Financial Plan May Have

        Your financial adviser helps navigate this complicated world by drawing on a range of expert resources, so he or she can focus on their most important role: working in partnership with you to help you achieve your goals. For example, your financial adviser may recommend investing in a model portfolio built by institutional investment managers. Partnering with those managers gives you access to the resources and expertise of some of the world’s leading investment teams.

        What is a model portfolio?

        A model portfolio is a collection of assets that can be attributed to an investors portfolio and continually managed by professional investment managers. Model portfolios employ a diversified investment approach to target a particular balance of return and risk. Models are designed to address a variety of investor needs and have the potential to:

        • Diversify your investments in an easy-to-use and easy-to-understand package.
        • Reduce investment management costs and taxes when using low-cost, tax-efficient exchange-traded funds (ETFs).
        • Benefit from access to institutional investment management expertise not commonly available to individual investors.
        • Optimise tax outcomes with transparency of the underlying assets.

        Australian investors typically access model portfolios through managed accounts. These accounts require a recommendation from a financial adviser who understands your individual circumstances and objectives.

         

        Advisers Look to Model for a Range of Consideration

        Through model portfolios, your adviser can offer you access to the teams that manage assets for some of the largest, most discerning investors in the world. Their resources and expertise can help you build toward the future you envision — whether that means preparing for retirement, buying your first property, supporting kids or ageing parents, preparing a financial legacy, donating to cherished causes or traveling the world.

        More on ETF Model Portfolios

        State Street Global Advisors (SSGA) is now State Street Investment Management. Please click here for more information.

         

        Issued by State Street Global Advisors, Australia Services Limited (AFSL Number 274900, ABN 16 108 671 441) ("SSGA, ASL").  Registered office: Level 14, 420 George Street, Sydney, NSW 2000, Australia · Telephone: 612 9240-7600 · Web: www.ssga.com. 

         

        SSGA, ASL is the Responsible Entity and the issuer for the State Street Managed Funds, which are unquoted, and the SPDR® ETFs which are quoted on the AQUA market of the ASX or listed on the ASX. SSGA ASL is the AQUA Product Issuer for the CHESS Depositary Interests (or "CDIs") created over interests in the SPDR® S&P 500® ETF Trust (“SPY”) which were first quoted on the AQUA market of the ASX on 13 Oct 2014. State Street Global Advisors Trust Company (ARBN 619 273 817) is the trustee of, and the issuer of interests in, the SPDR® S&P 500® ETF Trust, an ETF registered with the United States Securities and Exchange Commission under the Investment Company Act of 1940 and principally listed and traded on NYSE Arca, Inc. under the symbol "SPY".

         

        This material is general information only and does not take into account your individual objectives, financial situation or needs and you should consider whether it is appropriate for you. You should seek professional advice and consider the product disclosure statement, available at ssga.com, before deciding whether to acquire or continue to hold the Funds. Target Market Determinations can also be found at ssga.com.  This material should not be considered a solicitation to buy or sell a financial product or security. 

         

        Investing involves risk including the risk of loss of principal. Diversification does not ensure a profit or guarantee against loss.

         

        Risk associated with equity investing includes stock values which may fluctuate in response to the activities of individual companies and general market and economic conditions.

         

        ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETF’s net asset value. ETFs typically invest by sampling an index, holding a range of securities that, in the aggregate, approximates the full index in terms of key risk factors and other characteristics. This may cause the fund to experience tracking errors relative to performance of the index.  

         

        SPDR®, Standard & Poor’s®, S&P® and iBoxx® are registered trademarks of Standard & Poor’s Financial Services LLC, Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC, ASX® is a registered trademark of the ASX Operations Pty Ltd], these trademarks have been licensed for use by S&P Dow Jones Indices LLC and licensed for use for certain purposes by State Street. MSCI indexes are the exclusive property of MSCI Inc.(“MSCI”). MSCI and the MSCI index names are service mark(s) of MSCI or its affiliates and have been licensed for use for certain purposes by State Street.  The products referenced herein are not sponsored, endorsed, sold or promoted by any of these third party entities and none of these entities bear any liability with respect to the products or make any representation, warranty or condition regarding the advisability of buying, selling or holding any products issued by SSGA, ASL.

         

        There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

         

        The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA ASL’s express written consent.

         

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