Delta provides its professional investment expertise and services for: executions, administration, and reporting by a platform provider recommended by our team or chosen by the client
Key benefits of Delta Managed Accounts comparing to other investment solutions
Features
Delta Managed
Accounts
Managed
Funds
Mutual
Funds
Self Managed
Investments
Profitability
High
Moderate
Low
Low
Risk
Moderate-Low
High
Low
High
Transparency
Excellent
Poor
Poor-Moderate
Excellent
Client Direct Ownership
Yes
No
No
Yes
Portfolio Construction
Individualized Model Portfolio
Manager's Discretion
Fund Discretion
Investor's Discretion
Diversification
High
Moderate
Moderate
Low
Tax Efficiency
Good
Poor
Poor
Moderate
Performance example of one of our Portfolio Models
Investment Parameters
Management style
Benchmark
Minimum number of securities
Single security allocation limit
Diversification
Min Target Gain
Active
S&P 500, FTSE 100, ASX 200
20
5%
High
35%
Portfolio Profile
Investments
Min Investment horizon
Ability to tailor Investments
Management Fee
Profit Sharing
Admin & Reporting fees
Global Equities
1 year+
Yes
% of Funds under management
% of net profit
None
Delta Performance vs Major Indices
Risk Disclaimer !
Leverage trading and cash investing In Equities, CFD’s and Derivatives carry a high-risk level that may not be suitable for all investors. Before deciding to trade and invest you should carefully consider your objectives, financial situation, needs and experience level. You should not invest in margin or cash securities unless you fully understand all the risks involved.