A comprehensive range of investment choice

Strategy offers you a broad range of investment options from Australia’s leading investment managers which include:

multi manager investment options;

single manager investment options;

multi sector investment options; and

single sector investment options.

Together with your Financial Adviser, you will be able to tailor your investments according to individual preferences, tolerance to risk and return and retirement goals.

Direct Shares Service

As a Strategy Investor you have access to the direct shares service which offers an easy, flexible and secure way of investing in all CHESS approved ASX ordinary listed securities.

The Direct Shares Service has a panel of stockbrokers specifically chosen for their quality and range of service features which are made available to Strategy Investors.

Automatic rebalancing

To ensure your investments remain aligned with your selected investment options, the Strategy Portfolio Service offers an automatic rebalancing facility. If selected, this facility ensures that the Portfolio Service reviews investments at a given date and where assets in an investment option differ from the allocation selected by you for that particular option, the Portfolio Service will:

Sell investments that are over the selected allocation; and

Buy investments that are under the selected allocation.

You can elect to have your investments automatically rebalanced on a quarterly or annual basis.

Fund performance

Strategy has aligned itself with Australia’s leading fund managers to provide you with a wide range of investment options. Information about the performance of the funds listed within the Strategy Portfolio Service can be obtained by contacting your Financial Adviser or Strategy Client Services.

Cash Management Trust

As a Strategy Investor you will have access to a Cash Management Trust facility through Adelaide Bank and Macquarie Bank for use in conjunction with the Portfolio Service. The facility offers a competitive interest rate and a range of other useful features.

Integrated Portfolio Reporting Service

The Portfolio Service offers an Integrated Portfolio Reporting Service allowing your Adviser to maintain information about transactions affecting certain types of external assets. This is an extension of the External Assets and Liabilities facility and enhances the Portfolio Service’s ability to provide you with detailed tax reporting at the end of each financial year.

Comprehensive reporting

The Portfolio Service provides you and your Adviser with regular reporting tools to enable you to monitor your chosen investment strategies, ensuring the financial structure continues to match the financial objectives to be achieved.

Margin lending

The Strategy Portfolio Service has a margin lending facility which allows you to borrow money to invest. The margin lender may provide both ‘lump sum’ and ‘installment gearing’ options. Your Adviser will be able to provide you with more information about margin lending and determine if a margin loan is appropriate for your particular circumstances.

Regular investments and withdrawals

You will also have the flexibility to build your wealth through a regular investment facility or alternatively receive regular payments from your investment at any time.

External assets and liabilities

The Strategy Portfolio Service enables your Adviser to obtain a consolidated picture of all assets and liabilities including those held externally to the Portfolio Service. This facility provides you with information regarding your overall financial position.

A dedicated Client Services team

Any enquiries you may have regarding your Strategy Portfolio Service account can be directed to Strategy Client Services – a team of individuals who are dedicated to consistently delivering high service standards. Utilising one of the fastest growing administration platforms in Australia, Strategy Client Services provides you with quality and consideration that is unsurpassed in the financial services industry.

Online access to your investment information

Upon joining Strategy, you will be issued with an Investor code and password enabling you to easily and conveniently manage your investments online. You will be able to securely access online web pages and reports, providing you with immediate information relating to account balances and investment details.

Competitive fee structure

Becoming a Strategy Investor ensures that you benefit from efficiencies achieved through advanced technologies and a wide range of investment choices at a competitive fee structure, delivering high value at a minimum cost.