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In times of volatility many investors look to bigger, better known companies that they feel have less risk. If this is your strategy you may want to consider InvestSMART Market Leaders.

Market Leaders gives you a diversified managed portfolio of 20 of Australia’s biggest listed companies by market capitalization. It’s managed by Macquarie, does not charge brokerage and makes investing simple.

Download the InvestSMART Market Leaders PDS here.


About Market Leaders


InvestSMART Market Leaders is an investment product offered by Macquarie Private Portfolio Management. It offers you a managed portfolio of blue chip shares, comprising 20 of the largest companies listed on the Australian Stock Exchange (ASX).

Unlike conventional managed funds you have beneficial ownership of the actual share portfolio, so you can see what shares you own and track changes in your portfolio.

How it works

  • You make a minimum initial investment of $50,000.
  • Macquarie Private Portfolio Management establishes a portfolio of shares for you in 20 of Australia’s largest listed companies.
  • Macquarie Private Portfolio Management manages your Portfolio by buying and selling shares as required to reflect changes in the top 20 rankings.
  • You pay one simple all-inclusive management fee of 1.0%, which includes the brokerage on transactions.
  • You receive regular quarterly reports detailing the status of your Portfolio.

Click here for more information regarding this product and its strategy.

Offer Overview  
InvestSMART Market Leaders
Offer InvestSMART Market Leaders
Minimum Investment $50,000
Don't have $50,000 to invest? Perhaps consider these other funds that invest in Australian Blue Chip companies.
Investment Strategy Australian Large Cap 20
Maximum LVR Limit 75%
Margin Loan Rate 10.10%
Disclosure...
There are no entry fees or trailing commissions on this product.
Documents & Links...

    Download  Product Disclosure Statement (PDS)

    Request  Request a Product Disclosure Statement (PDS) by Post

    Download Document  Market Leaders Flyer

    Investment Details  Investment Details
For more information contact InvestSMART on 1300 880 160


InvestSMART Market Leaders - Current portfolio holdings  
Company ASX Code Price+
(last close)
AMP Limited AMP $6.74
Australia and New Zealand Banking Group Limited ANZ $17.84
BHP Billiton Limited BHP $36.70
Brambles Limited BXB $8.47
Commonwealth Bank of Australia CBA $43.47
CSL Limited CSL $35.18
Foster's Group Limited FGL $4.89
Macquarie Group Limited MQG $50.86
National Australia Bank Limited NAB $26.34
QBE Insurance Group Limited QBE $23.19
RIO Tinto Limited RIO $113.94
St George Bank Limited SGB $28.50
Stockland SGP $5.12
Suncorp-Metway Limited SUN $13.85
Telstra Corporation Limited TLS $4.39
Westpac Banking Corporation WBC $21.90
Westfield Group WDC $16.40
Wesfarmers Limited WES $34.40
Woolworths Limited WOW $25.45
Woodside Petroleum Limited WPL $52.18
+ Security prices are delayed by least 20 minutes and are indicative only.

InvestSMART Market Leaders is issued by Macquarie Private Portfolio Management Limited (ABN 26 089 987 388, AFSL No. 237506). Macquarie Bank Limited (ABN 46 008 583 542) ("MBL") is the lender of the margin loans administrated by the Macquarie Investment Lending division of MBL. InvestSMART Financial Services Pty Ltd (ABN 70 089 038 531, AFSL No. 226435) is responsible for marketing and distribution of InvestSMART Market Leaders.

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