SPA3 investment management

Learn about our relationship with Share Wealth Systems

Share Wealth Systems SPA3 products

If you do not already have an understanding of Share Wealth Systems SPA3 product range, it is probably best for you to start off on their website and learn a little more about their products. This webpage is about Amplus Global’s investment management service which follows the SPA3 investment methodology.

You can watch the video here for a brief summary or click through to their site using the button below.

Share Wealth Systems Website

Information about our service

The service Amplus Global provides is a range of investment programs which have been established to manage client money as per the strict rules based methodology from the SPA3 product suite. The SPA3 product suite is designed by Share Wealth Systems. It makes investing consistent, completely emotionless and mechanical. It does still require daily interaction with the software interface and your brokerage account. By investing in our programs you are effectively outsourcing the daily management process to an experienced team. The investment management team maintains your portfolio for you on a daily basis. You can check in from time to time and view the reporting to monitor your investment performance.

Currently Amplus Global is offering investment management for the SPA3 Investor equal weight model. If you have interest in other SPA3 models, please contact us to discuss your preferences.

We use a facility called a Managed Discretionary Account (MDA) to allow us to do this on your behalf. You can read more about the MDA model on the ‘Our Services’ page.

This service is suitable for:

Busy people
Those who lead a busy lifestyle and don’t have access to their trading account during market hours will find value in this service. Even though the SPA3 models are designed to require minimum time allocation from the user, for some, the amount of time required and time available during the day can be difficult to manage.

People who lack investment discipline
Some people have emotional attachments to certain positions or just simply have trouble following the SPA3 rules and overwrite the systems recommendations. This service may be appropriate if you want your investment account to systematically follow the SPA3 model without the impact of human emotion.

Those who are not comfortable using online brokerage software
Using online trading software can be daunting for some and making order input errors can be costly. By using our service, you are taking advantage of our team’s order execution experience and platform knowledge.

Someone seeking an experienced management team
An experienced management team can help guide your investment processes to make it simple and provide clarity. Our team can work with you and keep you involved in the process or you can stand back and just keep tabs via the monthly reporting facility provided by us.

Fees associated with the service

When you open an account with Amplus Global and instruct us to manage a SPA3 investment program for your account we implement the following fee schedule (fees are including GST):

Management Fee: 1.10% pa

AUD investment program brokerage: 0.22% of trade value, with a minimum of AU$22.00.

The minimum investment into the SPA3 investment programs is generally 100,000 AUD equivalent.

The SPA3 Investor products are suitable for lower starting balances depending on the version of the SPA3 Investor investment program you opt for. Contact us to discuss your situation and preferences.

There is no minimum investment period. There are no redemption fees.

Historical performance summaries

Historical performance information can be viewed on the Share Wealth Systems website. Past performance is no guarantee of future performance. We encourage you to click through to the performance page on Share Wealth Systems website and look at the various products and how they have performed over time.

Share Wealth Systems Performance

Reporting and access

20-minute delayed position and balance information is available to all clients. This can be viewed via a smart phone app or web interface. From the web interface you can download PDF reports for any custom period of time defined by you. In addition to this Amplus Global will email you a monthly summary of your account performance so you are aware of your investment performance on a regular basis.

Questions?

Phone, email or send us a message

Contact Amplus Global
Phone us, email us, or use the contact form to reach out to us
Phone
02 4396 3561
Email
info@amplusglobal.com.au

SPA3 investment management

Questions?

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