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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.

ETF Model Portfolios

State Street Target Income ETF Model Portfolio

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.

Rebalancing Frequency


Key Facts

  • Multi-Asset,  open architecture and global asset allocation to diversify sources of income
  • Employs strategic asset allocation framework to generate target level of income 
  • Cost efficient through the use of Exchange Traded Funds as the underlying investment vehicle
  • Portfolio distribution frequency is subject to underlying ETF distribution frequency and third party platform provider distribution capabilities 

Explore the Portfolio – Target Model Portfolio Allocations

Research Rating 

How to Buy

Our ETF model portfolios are on the following platforms

Insights and Research