To leverage market volatility an Australian Equities based strategy that looks to achieve growth in a rising market.
Securities Australian Equities
Entry signals are generated from
The ASX Stock Strategy is designed to generate consistent returns with lower volatility in the long term. Being
There is no guarantee that every trade will be profitable and this strategy The strategy has exposure to equities and can profit from a rising market and dividends.
Risk Management process
Market positions are constantly monitored and manually adjusted, where necessary, to protect capital. We may adjust exposure levels or exit positions.
The main ways we target risk are:
• Constantly monitor market positions, making manual adjustment where necessary;
• Target a managed range of volatility to prevent trading on certain strategies during periods that exceed model parameters;
• Diversified trading systems;
• Stop losses to manage downside risk;
Open positions are managed with limit orders to define an exit price or will be monitored to allow any potential trends to develop with no specific exit price identified.
The ASX Stock Strategy is designed for investors that are looking to invest medium term and see their returns build steadily.
The ASX Stock Strategy is acceptable for balanced and aggressive investors, targeting income and higher returns underpinned by managed risk.
Non-limited recourse products and facilities
This strategy does not invest in non-limited recourse products.
Investment or withdrawal conditions
Service Fees - Management Fee and Performance Fee is payable in arrears on the last business day of the month and will accrue daily between such dates based on the balance of the account at the end of the month. Transaction Fee - The Third Party Service Provider (Execution Broker) will charge you a transaction fee (ie. in the form of Brokerage) for the execution of trades (that is, for the purchase and disposal of financial products). The Third Party Service Provider will advise you what the transaction fee will be at the time of account opening and from time to time if any changes are made.
Cumulative Net Return (%)
Monthly Net Returns (%)
AROR = Annualised Rate of Return.
The above Returns are Net of Management Fees, Performance Fees and Brokerage/Commission and have been derived from real trading data. Walker Capital have calculated the Management and Performance Fees from the trader’s live performance and subtracted these figures to produce the Net Returns. The above returns are based on actual trading data from real money accounts that trade the same strategies offered by Walker Capital under the Walker Capital Model Portfolios MDA Service. Trading results provided for the period prior to the inception of the Walker Capital Model Portfolio MDA Service are provided for information purposes only. Actual investment performance will differ based on the fees applicable, the actual investment date and third party service provider you hold your trading account with. These figures have not been Audited.