PERSONAL MANAGED SHARE & LISTED PROPERTY PORTFOLIOS

A range of personal portfolios in which you can invest in either shares (Imputation,  Growth or Emerging Leaders) or listed property securities.  Unlike managed funds you own the underlying shares and as such each portfolio is distinct with its own price history and return. 

These portfolios are able to offer you the benefits of direct share ownership without the hassle of having to research or day-to-day management of a share portfolio. Unlike managed funds, you own the underlying securities whilst investing in a portfolio managed by professionals.

• Imputation Portfolio
• Growth Portfolio
• Emerging Leaders
• Listed Property Securities Portfolio

Imputation Portfolio

Comprised of 14 listed securities researched and selected by Fiducian’s experienced investment team.  The securities are selected on their potential to generate a consistent and growing dividend stream with a high level of franking credits.

Growth Portfolio

Comprised of 14 listed securities researched and selected by Fiducian’s experienced investment team.   The securities are selected on their potential to generate a high level of capital growth over the next 3 to 5 years.  On occasion a “recovery” component of shares may be chosen on their potential to generate significant growth over 12 to 18 months.

Emerging Leaders Portfolio

This portfolio of 14 stocks provides a well-diversified exposure to mid-cap to small-cap companies and aims to generate a high level of return predominantly through capital growth over the 5 years or more with some tax effective income. Shares in this portfolio could be actively traded and are selected primarily on the basis of their potential to increase in price. There is a smaller emphasis on their ability to generate consistent dividend payments. A “recovery” component, comprising shares whose price may have fallen due to misplaced market sentiment, could be included from time to time.

Listed Property Securities Portfolio

Comprised of up to nine listed property trusts chosen from the ASX Property Securities Index that have been researched and selected by Fiducian’s experienced investment team. The securities are selected on their basis to generate a consistent income stream.

Fiducian’s Personal Managed Portfolios are available through the Fiducian Investment Service and the Fiducian Superannuation Service.   Further information is available in the Product Disclosure Statements for these Services.   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.