IconiQ Separately Managed Accounts

The IconiQ SMA is a non-unitised registered managed investment scheme available only through IconiQ Investment or IconiQ Super Wrap that provides investors with access to a series of Managed Portfolios. 

IconiQ SMA provides investors with access to a diversified and comprehensive range of managed portfolios that are professionally managed (Managed Portfolios).
These Managed Portfolios may include:  

• Listed investments such as shares 
• Managed funds 
• Exchange traded funds 
• Listed investment companies 
• Australian Real Estate Investment Trusts 

 The range of Managed Portfolios may include: 

• Diversified models which provide exposure to a broad range of asset classes including cash, fixed interest, property and equities (both Australian and international); and 
• Sector models which provide exposure to a specific sector across various asset classes including cash, fixed interest, property and equities (both Australian and international). 

By investing in IconiQ SMA, through your financial adviser, you can: 

• Invest in a portfolio of listed investments and/or managed funds appropriate to your individual objectives from a diverse range of Managed Portfolio options with the added advantage of professional investment management by experienced investment managers (Model Managers); and 
• Enjoy the benefits of full administration of your investment portfolio including automatic updates when changes are made by the Model Managers while you and your financial adviser monitor your portfolio online through comprehensive and transparent reporting of your investments. 

For more information

More information on IconiQ SMA can be found in the PDS and Disclosure documents.