Managed Portfolio Service (Limited MDA)
The Managed Portfolio Service is a limited Managed Discretionary Account (MDA) that provides you with access to YWCP’s notional model portfolios.
YWCP’s Managed Portfolio Service provides an excellent opportunity to tap into the expertise of our investment strategists and enhance your investments within our model portfolios, while at the same time reducing the time and effort you spend on administration.
In an evolving investment market, this service has been designed specifically to provide you with a simple, cost-effective and fully administered investment service.
Key benefits
- An holistic portfolio solution
- Access to YWCP’s model portfolios
- No need to provide consent every time a change to one of its portfolios
- Quarterly and annual tax reporting available to you
- Corporation Actions are coordinated in accordance with your instructions
- Reduced tracking error when following the model portfolio
- Portfolio rebalancing options
- Investor is provided with a login to Macquarie Wrap’s website to view portfolio(s).