What is the Aviva Investors Direct SMA?
The Aviva Investors Direct SMA is unique in the market place as it does not operate on a platform. Instead, the adviser deals directly with Aviva Investors via a customised administration system built by IRESS. The benefits of the Aviva Investors Direct SMA include:
- provides wholesale investment management fees to retail investors
- online access to account information and reporting
- integration of data feeds directly into financial planning software such as COIN, VisiPlan and XPLAN, and portfolios designed to meet a range of investment needs.
Furthermore as a large institutional fund manager, Aviva Investors is able to directly access institutional brokers for the execution of trades providing significant advantages, including:
- wholesale brokerage rates which are significantly cheaper than retail rates
- access to institutional placements generally unavailable to retail investors.
The Aviva Investors Direct SMA offers two model portfolios – Dividend Builder for an equity income solution and Core Opportunities for maximising capital growth. Both of these portfolios are suitable for gearing strategies.
The Aviva Investors Direct SMA will only accept applications from authorised financial advisers.
How the Direct SMA works
