Retail & High Net Worth Investors
Our new generation of Managed Discretionary Accounts are suitable for anyone who
wants, or has, their own personal portfolio but doesn't have the time nor expertise
to manage it.
Overview
A Managed Discretionary Account (MDA) is an investment portfolio managed by us solely for the benefit of you. Your investments are not pooled with that of other investors as in a managed investment scheme/unit trust. You own the investments directly and retain beneficial ownership of them. The portfolio is constructed around your specific needs and instructions including your taxation circumstances.
Within each MDA portfolio, you can choose from a number of different investment styles including Growth, Value, Style Neutral, Absolute Return and Income. We currently offer four MDA investment portfolios. Click for further details: -
A Managed Discretionary Account (MDA) is an investment portfolio managed by us solely for the benefit of you. Your investments are not pooled with that of other investors as in a managed investment scheme/unit trust. You own the investments directly and retain beneficial ownership of them. The portfolio is constructed around your specific needs and instructions including your taxation circumstances.
Within each MDA portfolio, you can choose from a number of different investment styles including Growth, Value, Style Neutral, Absolute Return and Income. We currently offer four MDA investment portfolios. Click for further details: -
