Managed Discretionary Accounts
Why Invest in a Managed Discretionary Account?
Flexibility & Customisation
Managed portfolios can be customised to suit your needs, goals, and risk preferences
Tax Optimisation
Any tax from portfolio changes are individual and are not shared like in managed funds
You Maintain Ownership
You own the investments, not fund units, allowing you to improve tax outcomes
Timely Portfolio Management Our external investment committee ensures portfolios are professionally monitored and updated automatically
Consolidated Reporting
You can track your investments and transact between MDAs and other investments on Mason Stevens
Cost Competitive
Managed accounts can time purchases and sales to reduce investors' tax burdens, unlike managed funds
MDAs | 1 month | 3 months | 6 months | 1 year | 2 years | Since Inception | Inception Date |
|---|---|---|---|---|---|---|---|
Growth | 1.46% | 9.28% | 9.28% | 31.52% | 24.07% p.a. | 23.30% p.a. | 1 December 2022 |
Balanced Growth | 0.76% | 6.41% | 9.08% | 23.14% | 18.01% p.a. | 15.56% p.a. | 1 December 2022 |
Balanced Income | -0.49% | 1.93% | 7.64% | 10.77% | 6.66% p.a. | 1 December 2022 | |
Income | -0.42% | 1.21% | 5.34% | 7.38% | 4.37% p.a. | 1 December 2022 | |
Horizons | 1 January 2025 |
Performance
As at 31 December 2024
Understanding Managed Discretionary Accounts
A Managed Discretionary Account (MDA) is an investment account where a professional manager makes investment decisions and transacts on your behalf, following an agreed mandate. You still own the investments, but the manager handles the day-to-day decisions, such as rebalancing the portfolio.
Our Managed Discretionary Accounts
We offer five MDAs, each designed to provide investors with a strategically diversified portfolio aligned with specific investment objectives. Whether seeking income, balanced growth, or high-growth opportunities, our MDAs cater to a range of investment goals, ensuring a tailored approach for most investors.
Growth
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Focused on long-term wealth creation, this portfolio prioritises Australian and International equities while maintaining diversification through select infrastructure, property, and alternative investments.
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It is designed for investors with a higher risk tolerance and a long-term investment horizon.
Return
23.30% p.a. since 1 December 2022
Balanced Growth
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Combining long-term growth with a moderate-income focus, this portfolio has a diversified allocation to Australian and International equities, fixed income, and exposure to infrastructure, property, and alternatives.
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It provides a well-rounded approach for investors looking for a balanced risk and return.
Return
15.56% p.a. since 1 December 2022
Balanced Income
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This portfolio generates steady income with moderate growth potential. It features a diversified mix of Australian and International fixed income, along with exposure to Australian and International Equities, infrastructure, property, and alternatives.
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It is ideal for those seeking a blend of stability and moderate capital appreciation.
Return
6.66% p.a. since 1 December 2022
Income
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This portfolio focuses on income generation and capital preservation through a significant allocation to Australian and International Fixed Income, complemented by select Equities, Infrastructure, and Property investments for stability and growth potential.
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It is ideal for investors seeking stable and predictable returns.
Return
4.37% p.a. since 1 December 2022
Horizons
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The Horizons portfolio invests exclusively in international equities, targeting large-cap companies in the technology, healthcare, energy, and infrastructure sectors.
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It leverages the firm’s expertise in identifying global growth opportunities and the companies best positioned to capitalise on them, applying a process driven investment methodology.
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It is designed for investors who can tolerate higher risk and have a long-term investment focus