Invest in global securities with known downside risks set at an individual position level per investor which are then managed in accordance with predefined investment rules based on risk and tax preferences.
Investors are also provided with online access to their account including tax reporting.
Capital Matters Managed Account service is currently closed to new investors with expectations that it will open to applications in the last quarter of calendar 2024.
Please note our Managed Account is designed for sophisticated wholesale investors as defined by Section 708(8) of the Corporations Act.
Use the link below to register your interest