What is Sterling SMA?
The Sterling Managed Investments (SMA) is established and offered within the registered managed investment scheme known as the Separately Managed Accounts
Sterling Managed Investments Separately Managed Accounts
Each investor has a separate ‘Account’ to which their investments are allocated. Your Account can be constructed by using a range of available investment strategies that you select with your financial adviser. Each investment strategy is referred to as a Model Portfolio.
Once you decide with your financial adviser which Model Portfolios are best suited to your investment needs and objectives, we will purchase investments to be included in your Account so that it reflects the Model Portfolio, or combination of Model Portfolios, that you have selected.
View online all your Accounts as a single Account
You will be the beneficial owner of the investments in your Account. You can view online all of the investments which are included in your Account as a single Account, even if you have decided to have investments invested in accordance with more than one Model Portfolio.
Your investment strategy and preferences may only be communicated to us by your Nominated Representative (this is generally your adviser – refer to “Your Nominated Representative” for more information). The Model Portfolio Managers will manage the Model Portfolios on an ongoing basis, and we will buy and sell investments to be included in, or removed from, your Account as the Model Portfolios change.
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