Too busy with life's routines to manage your own portfolio? Now you can have your SPA3 Portfolio managed for you!

Share Wealth Systems has licenced SPA3 to two respected and well known Sydney Brokers: Saxo Capital Markets (Australia) and HC Securities for them to create a service that will keep you in the market and liberate you to enjoy some other life pursuits.

SPA3 Managed Portfolio Service

SPA3MPS is a full turn key service with all the SPA3 trade entry and exit scanning, trade execution, portfolio management and portfolio management done for you.

Your portfolio will be managed in a truly SPA3 mechanical way on your behalf. You are able to login at anytime to view all trades executed for any period and will be able to monitor your portfolio profit.

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 5% CAGR over a 5 year period we aim, based on research and past public portfolio performance, to achieve at least 12% CAGR over the same period).

Share Wealth Systems SPA3's public portfolio performance has shown this is possible. Over the last 10.7 years to 9 August, 2011 SPA3 public portfolios have 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 17.00% compared to the ALL-ORDS achieving 2.07% over the last 10.7 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, just as SPA3 is intended to be traded.

For more information please contact us.


     

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