To leverage market volatility an Australian Equities based strategy that looks to achieve growth in a rising market.

Minimum Investment

AUD 50,000

Investment Universe

Securities Australian Equities

Investment Objective

Walker Capital aim to achieve a net return in excess of 10% per annum on invested capital using proprietary strategies designed to perform well through market volatility. There can be no assurances the MDA will achieve its investment objective.

Investment Strategy

Entry signals are generated from technical analysis (chart patterns) and trade size is based on market swings. Stop losses will be placed on each trade as required.
The ASX Stock Strategy is designed to generate consistent returns with lower volatility in the long term. Being an balanced strategy, the ASX Stock Strategy holds a heavy weighting on securities and may underperform in some months.
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.

Leverage

N/A


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;

Trade Management

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.

Investor Suitability

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

Nil

 

 

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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 (%)

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AROR

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.

 

Trading Strategies

Fully Automated Trading Strategy Selected By Walker Capital

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