CYGNET MANAGED ACCOUNT

About Managed Accounts

A managed account is a professionally managed portfolio of securities that follows a defined investment strategy. Unlike a managed fund where you own "units" in the fund, the securities in the portfolio are directly owned by the investor.

In the US, managed accounts have been one of the fastest growing forms of investment over the past few years. At the end of the 2005 Financial Year, there was US$678 billion invested in managed accounts and growth was continuing at double digit rates. In Australia, managed accounts are rapidly gaining recognition as a smart way of building wealth.

About the Cygnet Managed Account

The Cygnet Group has been managing an unlisted investment company in the microcap space, called Vision Asset Management. Vision has achieved returns of:

72.88% p.a. after fees in 2006-07
75.08% p.a. compounded annually for the past 2 years
30.79% p.a. compounded annually for the past 5 years*

Benefits of the Cygnet Managed Account

You have a team of investment specialists with proven experience in micro-cap investing, working for you
You get access to unique micro-cap opportunities that the general public may not get access to, including Initial Public Offerings (new floats), pre-IPOs and restricted placements.
Your account is specifically managed to optimise after-tax returns
You can view your investment and its performance at any time, via a secure link on the Cygnet Capital website
You have a dedicated Client Advisor and access to the Investment Team
You save time and money associated with researching and investing in a micro-cap portfolio yourself
We manage all the administration for you, saving you the burden of maintenance and record-keeping
Quarterly reports detailing the performance of your investment are provided

Advantages over a Managed Fund

There is no embedded Capital Gains Tax (CGT)
You own the investment therefore all the shares are held in your name
You can transport the investment without having to sell the securities

Advantages over Traditional Stockbroking

Brokers have an incentive to say 'buy' and 'sell' because they get paid per transaction. Our incentive is performance based, so we have an equal incentive to say 'buy', 'sell' and 'hold'. Unless we increase the value of your portfolio, we receive no reward besides a small annual management fee

Opening an Account

To open an Account, call one of our client advisors on 03 9669 1900 (Melbourne) or 08 9226 5511 (Perth) to discuss your financial objectives.

Brochure & Forms

* Figures are extracted from audited reports and are net returns after fees. Past performance is not a reliable indicator of future performance.