A Managed Discretionary Account (MDA) is a share portfolio of ASX listed securities, such as shares, listed property trusts or interest rate securities, which are beneficially owned by an investor, but managed by a professional investment advisor on your behalf, with investment decisions made at your advisor’s discretion.
MDA’s offer personal ownership of the securities, which avoids tax inefficiencies and increases transparency. Other benefits of a StoneBridge MDA include:
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Professional investment managers creating a tailored share portfolio that takes into account your existing portfolio, investment objectives, risk appetite and other factors influencing investment decisions
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Tax advantages of individual direct share ownership of the underlying securities in the portfolio
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Innovative investment strategies, including hedging and leveraging
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Comprehensive reporting on your portfolio through Stonebridge’s Portfolio Administration Service
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Online access to your total portfolio value
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The StoneBridge discretionary portfolio management service is available to our wholesale clients.
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