Managed Account Service
Introduction
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;
Individuals:
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.
