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 Target Income ETF Model Portfolios was lowered. Access multi asset income portfolios for 24bps per annum.*
*The weighted average management costs of the underlying individual ETFs. 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 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.
Annually
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Join our webinar to hear insights from the SPDR ETFs / Investment Trends 2024 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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