MANAGED DISCRETIONARY ACCOUNTS

Understanding That People Come In All Shapes and Sizes, And So Do Investment Opportunities

Your Whitehaven Private Portfolio is a Managed Discretionary Account (MDA) which is a bespoke investment solution that can be tailored to meet your unique situation. At Whitehaven, we realise that no two clients are the same; rather, each has differing personal requirements, investment preferences, taxation planning opportunities and retirement timeframes. Whitehaven’s team, in conjunction with your financial adviser, customises and manages your private portfolio uniquely for your needs.

Whitehaven also takes the complexity out of managing your portfolio by handling all the paperwork associated with an investment portfolio. We provide comprehensive client communication and reporting, including year-end tax reports to assist in the generation of your tax return. Whitehaven clients also receive quarterly investment reports and have secure online access to their portfolio which is updated daily. At all times, Whitehaven will work in conjunction with your adviser to build and maintain your investment portfolio, keeping in mind your objectives and target asset allocation.

“There is nothing riskier than the widespread
perception that there is no risk”
HOWARD MARKS

The portfolio aims to achieve growth and income by actively managing a highly focused portfolio of stocks listed within the ASX300, including ASX listed international exchange traded funds (ETFs). Additionally, the portfolio’s unique investment mandate allows it to convert all invested capital into cash in the event that prevailing market conditions indicate the need to protect investment capital. Being highly focused allows us to adapt quickly to changing market conditions, thereby applying active management more effectively.

Related Links

  • Absolute Return Performance Brochure (FY 17/18)

The Whitehaven Equity Income Fund invests in quality Australian companies to produce
a high level of diversified income.

Some of the key features and benefits of the Whitehaven Equity Income Fund include:

  • Target income return of at least 8% per annum, paid quarterly;
  • Diversity of income sources;
  • Disciplined active management.
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