THESAN
Asset Management
Thesan Asset Management provides investment and treasury services to aged care providers, church groups, charities, companies, and wealthy families.
Thesan has expertise in equities and bonds in both Australia and the US. Covering both asset classes allows us to cater to each client’s risk appetite. It also allows us to take advantage of market conditions, adding equities when risk assets are cheap, and fixed income when risk assets are expensive. By owning assets directly through an individually managed account (IMA) rather than a fund, clients have full control and transparency with lower costs. Portfolios can be managed in accordance with a tailored investment strategy; this might be 100% fixed income, or 100% equities, or some combination. Whilst each client’s portfolio is managed individually, all Thesan portfolios have two things in common – quality and liquidity.
Thesan also offers an outsourced treasury service. This encompasses cash management, investing, credit facilities, banking relationships, financial risk management, policies, procedures, and treasury reporting. The treasury function is often overlooked for all but the largest companies but can deliver enormous value. Engaging professional treasury managers to capture the low hanging fruit is good business.
In all respects, Thesan Asset Management seeks to deliver an exceptional customer experience and high returns over the long term.
Services We Provide
Separately Managed Accounts
Thesan Asset Management offers Financial Advisers customised Separately Managed Accounts (SMAs) as efficient investment vehicles to service their clients’ objectives.
Individually Managed Accounts
Thesan Asset Management offers individually managed account (IMA) services to wholesale & institutional clients and who invest via a diverse range of investment structures.
Treasury Services
Thesan has extensive experience managing corporate treasuries. Organisations without in-house treasury capability can engage our expertise to add significant value to their enterprise.
Thesan Income Fund
Primary Objective
The fund’s primary objective is to generate reliable cash income returns of 5% p.a (net of fees) for investors while ensuring the stability of the initial capital base over the medium term. Any appreciation of capital is a secondary objective.
Strategy
The fund will invest in a diversified mix of fixed income and alternative securities as well as listed Australian equities. Fixed income and alternative securities will typically include Australian and US private debt securities.
Who is this for?
The fund is specifically designed for wholesale clients who demand a steady stream of income rather than capital growth. This fund aims to provide investors who require current income returns of 5% p.a. while minimising the probability of capital loss to the portfolio.
How will this be done?
Thesan Asset Management employs people with strong fixed income and equities expertise. It is therefore in a unique position to be able to offer an income fund that can utilise a multi-sector approach that will seek to exploit income-generating opportunities across a range of markets and sources.