Managed Account
Service
Accelerate your wealth with our
investment system for wholesale investors.
This Multi Strategy Program is a high conviction, high performance managed account designed to potentially provide you with outsized returns.
Expected performance
This program is a genuine active strategy that is founded on a consistent, disciplined, and proven investment approach. Using a top-down quantitative approach the program selectively invests in high growth stocks on the Australian and US markets.
While being a long-only approach, the strategy has the mandate to revert to a 100% cash position during sustained downward environments. This mechanism controls downside exposure that in turn attempts to increase the long-term risk adjusted return profile.
Performance and market update – November 2024
How our Managed Account service works
The Multi Strategy Program relies on dual momentum across two equity markets. It looks to identify the strongest stocks in each market on a relative strength basis while also making sure there is positive market momentum.
The use of this dual momentum approach across markets and timeframes generates a robust overall approach. It is an actively managed strategy, highly sensitive to overall market conditions often moving quickly between a 100% cash and 100% invested position. A risk-averse approach is still maintained by turning to cash in weaker markets.
No discretionary input. Systematic trading only.
Being a fully quantitative approach, there is no discretionary input from the investment manager.
The benefits of investing are:
Who is this program for?
This program is open to Australian investors who meet the requirements of a Wholesale or Sophisticated Investor under the Corporations Act 2001.
The impressive returns speak volumes
“I am delighted to endorse The Chartist’s managed account offering. The service has consistently exceeded my expectations from the comprehensive prospectus, seamless operations, professionalism and communication. Most importantly, the impressive returns speak volumes. I wholeheartedly recommend Nick and his managed fund service to fellow investors.”