Advising

Model Portfolios and SMAs

The following portfolios include XTBs within their investment strategy.

To find out more about these portfolios click on the model in the table below to access a detailed description of the portfolio and contact details at the respective organisation.

Model Portfolios

Model Name Holdings Type of Underlyings Performance Report
Ord Minnett Listed Senior Bond Portfolio 16 Senior corporate bonds via XTBs
XTB Cash Plus min. of 3 Senior Floating Rate corporate bonds via XTBs View Reports
XTB High Yield min. of 8 Senior corporate bonds via XTBs View Reports
XTB Concentrated High Yield target of 5 Senior corporate bonds via XTBs View Reports
XTB Maturity Ladder  min. of 5 Senior corporate bonds via XTBs View Reports

Separately Managed Accounts (SMAs): Managed Portfolios and Model Portfolios

Model Name Platform Investment Super Management Fee
ACBC Yield Plus Model Portfolio Praemium SMA Yes Yes 0.20% p.a.
BondAdviser Income Plus Portfolio HUB24 Yes N/A 0.275% p.a.

Contact us

xtb-phone-icon 1800 995 993

xtb-email-icon advisers@xtbs.com.au