Too busy with life's routines to manage your
own portfolio, want to lower your golf handicap or start that overdue
home project? Now you can have your SPA3 Portfolio managed for you!
There are times in everyone's life when there just isn't enough time in
the day. We appreciate that so we have designed a service that will keep
you in the market and liberate you to enjoy some other life pursuits.
It is with great pleasure that we announce the teaming up of Share Wealth
Systems and Commodity Broking Services to offer our customers SPA3 MPS
- Share Wealth Systems' SPA3 Managed Portfolio Service.
SPA3 MPS is a full turnkey service with all the SPA3 trade entry and exit
scanning, trade execution, portfolio management and portfolio reporting
done for you.
Your portfolio will be managed in a truly SPA3 mechanical way on your
behalf. You are able to login at any time to view all trades executed
for any period and will be able to monitor your portfolio profit using
CBS's Falcon Trader.
The Investment Strategy is based strictly on Share Wealth Systems SPA3
medium-term mechanical trading methodology. No discretion is used on when
the enter and exit positions or how much capital to place in a trade.
The Investment Objective is to deliver returns that outperform the ALL-ORDS
Index by at least 7% CAGR (Compounded Annual Growth Return) over a 5 year
rolling period (for example, if the ALL-ORDS achieves 10% CAGR over a
5 year period we would expect, based on past performance, to achieve at
least 17% CAGR over the same period).
SPA3's performance over the last 8.7 years to 7 October, 2009 has outstripped
the best managed and boutique funds in Australia and the ALL-ORDS Index
by a large margin. The SPA3 Hedge Public Portfolio has achieved a compounded
annual return of 22.91% compared to the ALL-ORDS achieving 4.00% over
the 8.7 years.
Whilst past performance is no guarantee of future performance you can
be rest assured that the SPA3 mechanical processes will be followed in
an absolutely mechanical manner with minimal human discretion, just as
SPA3 is intended to be traded.
