Managed Discretionary Accounts

The Managed Discretionary Account (MDA) is personalised to the highest level for the individual investor. It also gives the portfolio manager authority to make investment decisions, therefore allowing them to take advantage of dynamic market conditions in the most timely and efficient manner.

The portfolio is constructed with a particular individual investor in mind, taking into full account his existing portfolio, appetite for risks, investment objectives, investment funds available and a broad consideration of other factors that will impact on investment decisions.

·         Portfolios are specially tailored for the individual.

·         Minimum investment amount of $50,000.

·         Investment decisions are driven the objectives of the individual investor.
 
·         Portfolio manager has full discretion on buy and sell decisions.