Global Alpha.
Regional Insight.
Institutional Precision.
Invest in Emit Capital’s model portfolios via Interactive Brokers (IBKR)
A streamlined SMA onboarding path for wholesale and sophisticated investors: institutional custody, daily liquidity, full transparency, and a disciplined risk-managed approach across the energy transition and AI infrastructure themes.
This page is informational only and not an offer or solicitation. Investing involves risk, including loss of capital.
Choose your portfolio exposure
Select one (or blend multiple) based on region and theme. Each links to the live portfolio page.
North America Equities SMA
Region US/CanadaHigh-conviction exposure to North American leaders across AI infrastructure and electrification.
AI/Tech Equities SMA
Theme AI infraQuality compounders and infrastructure beneficiaries positioned for AI-led capex cycles.
Europe / UK Equities SMA
Region EU/UKStructural opportunities across Europe with an emphasis on valuation gaps and policy tailwinds.
Asia-Pac / Japan Equities SMA
Region APAC/JPRisk-aware access to structural growth across Asia-Pacific with disciplined overlays.
Core terms
These are your current published institutional terms for the strategy (update values here if you change them).
| Structure | Separately Managed Account (SMA) |
|---|---|
| Base Currency | AUD or USD (hedged/unhedged) |
| Minimum Investment | A$250,000 (or USD equivalent) |
| Management Fee | 0.8% p.a. |
| Performance Fee | Nil |
| Liquidity | Daily |
| Custody / Execution | Interactive Brokers (IBKR) |
Source: published investor terms. :contentReference[oaicite:3]{index=3}
Risk & opportunity framing
Equity markets can rerate quickly when rates, USD, or geopolitics shift. This structure is designed to keep you invested in long-duration themes while allowing active risk management inside the SMA.
Simple 3-step application process
This follows your existing process: open IBKR account → fund → sign Emit’s advisory agreement. :contentReference[oaicite:4]{index=4}
Open your Interactive Brokers account
We’ll send a tailored electronic IBKR application after confirming your preferred portfolio(s) and base currency.
Fund the account
Fund via transfer from an existing brokerage account (ACAT) or via wire using IBKR funding instructions.
Sign Emit’s Investment Advisory Agreement
You’ll receive the agreement alongside the IBKR application pack to authorise ongoing management of your SMA.
Request your tailored IBKR application pack
Email us your preferred portfolio(s), base currency (AUD/USD), and target allocation. We will respond with the correct onboarding pack.
Documents & due diligence
Keep everything an allocator needs one click away (replace links with your latest PDFs / pages).
SMA overview
Structure, benefits, and how SMAs work within custody and beneficial ownership.
Monthly / quarterly reporting
Direct investors to your performance archive and the latest fact sheets.
FAQ
Answer the friction points before they become emails.
Who can invest?
These strategies are typically offered to wholesale and sophisticated investors. Jurisdiction and platform availability may apply.
What does “SMA” mean in practice?
Your account is in your name at IBKR, with institutional custody and transparency. The model portfolio is implemented inside that account.
How do I fund the IBKR account?
Funding can be completed via transfer from an existing brokerage account (ACAT) or wire transfer per IBKR instructions. :contentReference[oaicite:5]{index=5}
What are the fees and liquidity?
Current published terms include 0.8% p.a. management fee, nil performance fee, and daily liquidity. :contentReference[oaicite:6]{index=6}
General information only; does not consider objectives, financial situation, or needs. Past performance is not a reliable indicator of future performance. As with all investments, capital may be lost. :contentReference[oaicite:7]{index=7}
Ready to onboard?
Email us your portfolio selection(s), base currency, and allocation size — we’ll send your tailored IBKR application pack and advisory agreement.
Emit Capital Asset Management • ABN 57 652 326 237 • AFSL 551084 • Melbourne, Australia. :contentReference[oaicite:9]{index=9}