Seeks to provide a target level of income, that is determined on an annual basis, using State Street’s strategic asset allocation process to drive income generation across a diversified base of asset classes.
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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The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme. Rating issued April 2023.