FIDUCIAN INVESTMENT SERVICE

The Fiducian Investment Service is a streamlined investor directed portfolio service designed to help you build and manage your wealth.

Designed around our core belief of offering clients market leading products built on Fiducian's foundation of integrity, trust and expertise, the Service offers you a top quality portfolio service with a broad and deep menu of investment options, administrative ease, consolidated reporting and competitive fees.

The Fiducian Difference

The managed investment options in Fiducian Investment Service are selected only after undergoing Fiducian's extensive and thorough research process.  This allows you and your financial adviser to concentrate on building a portfolio from a focused menu of options that offer a broad range of investment management styles and fund types from leading Australian fund managers. 

All your investment needs are catered for through:

• Over 35 managed funds options from over 18 well known fund managers, plus
• Access to 12 Fiducian Funds managed through our proven Manage The Manager System.
• Managed Share and Listed Property Securities Portfolios fully researched equity portfolios  managed on your behalf.
• Fixed interest securities for direct investing in bonds.
• Our Share Administration Service, designed to ease the administrative owning shares directly.
• Consolidated reporting across all your investments with quarterly statements enables you and your financial adviser to better keep track of your investment goals.
• Tax Reporting annually to assist you to manage your tax affairs.
• Fiducian Online Internet Reporting to help you review your portfolio assets at any time.
• Flexible Options make its easy to tailor and manage your portfolio -
  • Savings Plan
  • Cash Withdrawal Plan
  • Gearing - instalment (regular) and lump sum
  • Automatic Investment Profiles
• No Switching Fees or hidden costs to reduce your portfolio earnings.

More Information

We offer the Fiducian Investment Service through financial advisers who we believe are best equipped to understand your personal circumstances and create a tailored investment strategy for you.

Full information on the Fiducian Investment Service is available in the Product Disclosure Statement.   To obtain a copy please talk to your financial adviser.

If you do not have a financial adviser we can put you in contact with one.