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
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:
- 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
- Australian Share Smaller Companies
- Special Situations
Multi Asset Class Strategies
Plus, a range of multi asset class strategies which include: