In today’s interconnected markets, relying on a single asset class can be unpredictable. While equities offer growth, they come with volatility. Bonds offer safety but can suffer in rising rate environments. Traditional buy-and-hold portfolios often expose investors to wild swings in market sentiment, making it difficult to smooth out returns over the medium to long term.
The Harbourside All-Weather MDA is designed to solve this by actively managing a blend of equities, bonds, commodities, and alternate assets. It is a dynamic, multi-asset strategy engineered specifically for low volatility growth and capital stability.
Move beyond just equities. We combine equities, bonds, commodities, and alternate assets via listed ETFs to reduce correlation to any single market movement.
The strategy features an active defence. It utilizes a dynamic process with the ability to hold up to 100% cash, designed to protect capital when asset classes become too volatile or risky.
We are not forced to hold assets that are losing value. By actively rotating positions, the portfolio adapts to where the strength is in the current economic cycle, overweighting promising sectors and reducing riskier ones.
Investors retain direct ownership of the underlying assets in a personal account. This provides a clear framework to see exactly how the active asset mix is evolving without the opacity of pooled funds.
The portfolio is actively managed to outperform traditional benchmarks, with a fee structure that aligns our interests with yours—including a high-water mark on performance fees.
The All-Weather Advantage
Reliable investing isn’t just about picking winners; it’s about consistency. Designed for wholesale investors and SMSFs who value peace of mind, the strategy focuses on:
(Minimum Investment: AU$250,000 | Structure: Australian Wholesale Managed Account)
Speak to Harbourside Investment Management today to discuss implementing the All-Weather MDA for your wholesale investments.
