Managed Account Service


The Chartist is the sole Investment Manager for the Harbourside Multi Strategy Investment Program. This program is open to Australian wholesale investors with a minimum investment of AUD 250,000.

The Multi Strategy Program is a high conviction, high performance managed account designed to potentially provide clients with outsized returns.

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 – March 2024

How it 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 that there is positive market momentum. The use of this dual momentum approach across markets and timeframes generates a very 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.

Being a fully quantitative approach, there is no discretionary input from the investment manager.

The benefits of investing are:

  • access to a portfolio that aims to deliver high growth returns over the medium to long term
  • defensive stance during sustained bear markets
  • individually managed account for full transparency
  • supported by extensive academic literature and empirical data
  • investing alongside highly experienced professionals who undertake comprehensive ongoing research

What is a Wholesale Investor?

Providing you meet the requirements of a Wholesale or Sophisticated Investor under the Corporations Act 2001 you can invest in the Harbourside Multi Strategy Program.

The requirements under the Corporations Act 2001 are as follows;

Gross income of AUD 250,000 p.a. over each of the last 2 years or net assets of AUD 2,500,000.

Trusts and Self Managed Super Funds(SMSFs):
The Trustees or Directors of the Trustee have gross income of AUD 250,000 p.a. over each of the last 2 years and or net assets of AUD 2,500,000 or the SMSF makes a single investment of at least AUD 500,000.

Investors will be required to provide an Accountants certificate, certifying they meet one of the above requirements.

Important Information

Investment Advisor: Harbourside Capital (AFS Rep # 448907)
Investment Manager: The Chartist Pty Limited (AFS Rep # 1282007)
Investor Classification: Wholesale Investors
Minimum Investment: AUD$250,000

Request Further Information

Fill in the below form to be sent an MDA information pack or to contact an advisor. You must be a wholesale investor to continue.

This website contains general advice only. You need to consider with your financial planner (or adviser), your objectives, financial situation and your particular needs prior to making an investment decision. Shartru Wealth and its authorised representatives do not accept liability for any errors or omissions of information supplied on this website