Managed Accounts

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.

What are the benefits?

Professional portfolio management - every investment option is managed by an experienced investment manager

Each Investment manager undergoes a due diligence process

Swift response to market changes

Access to a range of research and leveraging our investment team’s stock selection and portfolio management expertise

Administrative Convenience

Investment flexibility

Tax Efficiency

Manager is Paid for Performance

Easy to Adjust

No Exit Fees

To access the Shartru Investment Management MDA, you must receive financial advice as required by the Australian Investments and Securities Commission (ASIC).

Core Investment Strategies

Broad market strategies available through our MDA include:

  • Cash
  • Fixed Interest
  • Strategic Fixed Interest
  • Australian Share Growth
  • Australian Share Income
  • International Growth
  • International Income

Satellite Investment Strategies

Satellite investment strategies available through our MDA include:

  • Listed Property
  • Unlisted Property
  • Infrastructure
  • Australian Share Smaller Companies
  • Alternatives
  • Special Situations

Multi Asset Class Strategies

Plus, a range of multi asset class strategies which include:

  • Conservative
  • Balanced
  • Growth