Thesan Asset Management is an Australian-based asset manager providing financial services to wholesale clients allowing them to achieve their long-term investment goals. We specialise in Australian and US listed equities, fixed income and alternative assets and provide services to both wholesale clients and financial advisors through our Managed Discretionary Accounts and Income Fund.
Our vision is to be a leader in providing investment strategies tailored to our clients’ needs, whether that be growth, income or somewhere in-between. To achieve your performance goals, we combine our years of financial markets experience with the latest research and technology to design, develop and monitor multi-asset portfolios that seek to capitalise on emerging Australian and global trends. Through our excellent communication and our use of specialised financial reporting software, we aim to deliver an exceptional investor experience.
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.
What is an IMA?
An individually managed account (IMA) is a commonly used professionally managed investment vehicle utilised in Australia.
Thesan Income Fund
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.
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.