A Managed Discretionary Account (MDA) is a service where a portfolio of investments is maintained for you in accordance with your agreed investment objectives.
An MDA service can be established in your name or a relevant entity’s name such as a self-managed super fund, family trust or company.
Professional Portfolio Management
Every investment option is managed by an experienced investment manager.
Due Diligence
Each Investment manager undergoes a strict due diligence process.
Timely
Swift response to market changes.
Research & Expertise
Access to a range of research and leveraging our investment team’s stock selection and portfolio management expertise.
Administrative Convenience
Frees up your adviser from administrative tasks to focus on your financial goals.
Investment Flexibility
Your portfolio is built with the flexibility to meet your specific financial goals.
Tax Efficiency
Your investments are managed to consider tax implications.
Manager is Paid for Performance
The investment manager's interests are aligned directly with the success of your portfolio.
Easy to Adjust
Your investments can be efficiently adjusted as your personal needs or financial goals evolve.
No Exit Fees
No Exit Fees
Gives you the freedom to change your investments at any time without being charged an exit fee.
To access the Shartru Investment Management MDA, you must receive financial advice as required by the Australian Investments and Securities Commission (ASIC).
For your convenience, discretionary authority is given to Shartru Investment Management to conduct asset purchases and sales on your behalf, within the limits applied under a strategy that has been agreed with you previously.
This eliminates the need to constantly obtain your agreement or instructions to buy or sell, apply for or redeem investments. Of course, you may instruct us at any time regarding your MDA portfolio or particular holdings. This overrides the discretionary authority previously given to us. You may also terminate your MDA agreement.
We formally review the ongoing suitability of the MDA to your needs and objectives once every 12 months.
You may contribute or withdraw funds or holdings from your MDA subject to minimum portfolio value and liquidity requirements.
Within the MDA, we apply a core and satellite investment across our broad market strategies?
Broad market strategies available through our MDA include:
Satellite investment strategies available through our MDA include:
Plus, a range of multi asset class strategies which include: