Asset management

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THESAN

Asset Management

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.

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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.

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What is an IMA?

An individually managed account (IMA) is a commonly used professionally managed investment vehicle utilised in Australia.

Learn more

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.

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Separately Managed Accounts

Thesan Asset Management offers Financial Advisers customised Separately Managed Accounts (SMAs) as efficient investment vehicles to service their clients’ objectives. SMAs are available on a range of platforms to meet adviser needs.

Advisers can utilise multiple SMA structures to realise objectives on behalf of clients.  Asset allocations can be adjusted according to changes in the investment strategy or security selection criteria without creating an extensive administrative burden for the adviser or the client.

Financial Advisers can focus on client engagement knowing that market movements and investment opportunities are being captured seamlessly and efficiently.

Thesan Asset Management, acting as the Investment Manager, constructs SMAs according to Strategic Asset Allocation processes outlined within Morningstar Direct and tilts allocations and security selection pursuant to internal Investment Committee views.

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.

We believe that the flexibility and personalisation available to clients through the IMA structure provide alpha, and transparency and hold Portfolio Managers accountable to their mandates better than other options available in the market.

The firm utilises investment strategies that have been developed through research and experience investing in domestic and global equities, which are specifically tailored to suit the investors’ personal mandate.

Our investment philosophy document describes some of the strategies it has employed, with case studies to demonstrate the outcomes provided.

What is an IMA?

An individually managed account (IMA) is a commonly used professionally managed investment vehicle utilised in Australia.

An IMA is structured so that the professional manager is not the custodian of the cash and assets. The manager is simply appointed under a limited power of attorney which provides him/her authority to use their discretion to make investment decisions, providing they are within the constraints of the mandate provided to them by the client.

One of the primary advantages of an IMA is the level of transparency it offers. Since the investor’s assets are held in a separate account, they can easily monitor the holdings and transactions made on their behalf. This transparency fosters a strong sense of trust between the investor and the portfolio manager, as the investor can see exactly how their money is being invested and whether it aligns with their objectives.

Are You a Wholesale Investor?

You are trying to access investment products that are designed for wholesale investors. To invest in these wholesale funds, you need to qualify under the Corporations Act 2001 (Cth) by meeting particular criteria. Please confirm you are a wholesale investor before viewing the content.

I AM A WHOLESALE INVESTOR
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