We offer ETFs with no investment team. Instead, our proprietary algorithms drive smarter investment decisions at unprecedented scale valuing 40k+ stocks every day and eliminating human bias to deliver repeatable outperformance.
Were working with Birchal because we believe most investors share our frustration with the status quo.
In an industry plagued by complexity and underperformance, our technology is designed to provide a low-cost, high performing solution for investors.
After 8+ years of extensive R&D, Savana became advisor to its first ETF on the ASX - a US Small Caps Fund - in Nov-24. We offer equity funds, active ETFs that trade like a share on the ASX. Our proprietary tech overcomes human limitations - cognitive biases and inefficient analyses of stock markets. Our US Small Caps Fund delivered a 42% p.a. return between Jul 22 to Nov 24. Our tech-first approach allows us to scale, launching funds at a fraction of the cost of traditional managers.
According to S&P Global, 85% of active equity managers underperform passive indexes over a 15-year period. In general investors pay for underperformance. Savanas mission is simple, consistently outperform its passive peers by being radically different.
We offer ETFs with no investment team. Instead, our proprietary algorithms drive smarter investment decisions at unprecedented scale valuing 40k+ stocks every day and eliminating human bias to deliver repeatable outperformance.
Were working with Birchal because we believe most investors share our frustration with the status quo.
In an industry plagued by complexity and underperformance, our technology is designed to provide a low-cost, high performing solution for investors.
Savana operates a highly scalable and cost-efficient business model. Unlike conventional asset managers who depend on costly teams of portfolio managers, Savanas fully digitalised investment strategy reduces overhead costs and eliminates human biases.
Savana generates revenue through a competitive 1% management fee on net asset value (NAV) to cover service costs, alongside a 15% performance fee on returns exceeding the benchmark, ensuring strong alignment with investors in the fund. Its algorithm-driven approach enables efficient, low-cost expansion across various thematics and geographies. Additionally, by favouring a direct-to-investor distribution model, Savana eliminates intermediaries, reducing costs and enhancing transparency for everyday investors.
Savana is on a mission to democratise investing by leveraging cutting-edge tech to deliver high-performance, low-cost ETFs directly to all investors
Savana aims to maximise investor returns in the fund by leveraging proprietary algorithms for sustainable long-term outperformance. The company seeks to expand its product offering by launching diverse ETFs while scaling efficiently through its algorithmic platform to minimise costs. By enhancing direct-to-investor engagement through transparent communication and education, Savana aims to build a strong investor community. Ultimately, the firm strives to establish itself as a market leader in Australia, challenging traditional fund managers with a smarter, tech-driven approach to investment.
The investment landscape is undergoing a significant transformation, driven by the rapid growth of Exchange-Traded Funds (ETFs) and a shift towards direct-to-consumer investment platforms.
The rapid rise of ETFs continues to reshape global investing, with assets surpassing A$21tr by May-24 and Australian ETFs growing 38% to a record A$239bn. This surge is largely driven by the persistent underperformance of active fund managers, with 85% failing to beat their benchmarks over the past 15 years. As investors move toward low-cost alternatives, traditional wealth management is being disrupted, with more individuals bypassing expensive advisors in favour of direct, more accessible investment solutions. Savana aims to be a pioneer in this rapidly evolving market.
Any investment carries risk and you should consider your financial situation, objectives and risk tolerance before investing. Always consider the general CSF risk warning and offer document before investing.
Please refer to the full outline of risks as set out in our Offer Document.
