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Managed Discretionary Accounts (MDA)

Managed Discretionary Accounts (MDA)

What is a Managed Discretionary Account?

A Managed Discretionary Account (MDA) is a managed investment solution that is tailored to your investment needs. Investment decisions are made at the MDA manager’s discretion using the client’s contributions without prior reference to the client for each transaction. The MDA services are provided under the BBY Advisory Pty Limited AFSL (238095).

Why open a Managed Discretionary Account?

BBY’s MDA service takes the weight off the shoulders of time-poor clients. Instead of being burdened with the day-to-day management of your investment portfolio, BBY can exercise professional management at your discretion. An MDA account allows clients to invest in fast-growing markets without having to commit the personal time and attention required to trade these markets themselves.

Interested in opening a Managed Discretionary Account?

Deciding on your MDA investment strategy is entirely dependent on your personal situation. In consultation, BBY’s MDA Operators will assess your risk profile, as well as your investment objectives. This will enable us to provide you with an MDA strategy solution that serves your best interests.

MDA Portfolio Solutions

  • FX Plus: a directional based strategy concentrating on FX trends, with the occasional foray into index and commodity futures when the opportunity arises. Key to the product is a devotion to the quick reduction in initial risk based on the managers proprietary trend following model.
  • Growth Plus: provides exposure to 10-25 blue chip high growth stocks listed on the Australian Stock Exchange (ASX). This strategy of this portfolio is focused on providing capital growth. The objective of this model portfolio is to outperform the capital return of the ASX 200 Accumulation Index.
  • Income Plus: provides exposure to 10-25 blue chip high yield stocks listed on the ASX. This strategy of this portfolio is focused on providing a steady source of income with an emphasis on franking credits. The objective of this model portfolio is to outperform the income return of the ASX 200 Accumulation Index.
  • Momentum Plus: provides exposure to 5-10 of the current strongest performing stocks listed on the ASX. Based on the BBY HomeTrader Quantitative Momentum product, this actively managed portfolio is focused on providing capital growth. The objective of this model portfolio is to outperform the capital return of the ASX 200 Accumulation Index.
  • MVR Plus: provide investors with risk-adjusted returns from the Australian stock market throughout a range of market cycles superior to and having a low correlation with major stock and bond indices. The focus of this portfolio is on the exploitation of pricing inefficiencies between related securities by employing the momentum value return (MVR) investment process and a Long Short equity strategy. This portfolio does not seek to capitalize on inherent speculation and will focus principally on companies within the ASX100.
  • Options Plus: offers a range of covered strategies with the aim of providing a consistent income stream. The strategies use covered calls, dividends and options strategies, whilst providing exposure to growth in blue chip ASX stocks.

While BBY’s MDA service can produce returns suited to your investment goals, proceeding with any type of investment decision does involve risks. Be sure to discuss with our MDA Operator any concerns you may have, or obtain other professional advice before proceeding with this service.

Why BBY?

We understand that choosing the right investment partner is not easy. At BBY, our teams have the right combination of experience, market knowledge and determination necessary to achieve your investment objectives. We remain dedicated at all times to the interests of each and every client, and we strive to make certain that we are our client’s partner of choice for the long term.