Managed Portfolios
A direct share portfolio – without the hassle

Managed Portfolios

Rather than investing in managed funds, some investors prefer the benefits of directly owning a carefully chosen share portfolio – but lack the time or expertise to research and buy the shares and then continually monitor and manage the portfolio.

For many of our clients, the Fiducian Personal Managed Share Portfolios are a potential solution that offers the best of both worlds.

Managed Portfolios

The Fiducian Personal Managed Share Portfolios

Our investment team has constructed four managed share portfolios to suit the investment objectives of different types of investors:

  • Imputation Portfolio
  • Growth Portfolio
  • Property Securities Portfolio
  • Emerging Leaders Portfolio
Managed Share Portfolios

Features

Up to 14 shares in each portfolio
Our experts entirely manage each portfolio, including the proportions of shares held and the timing and size of purchases and sales
You own the underlying securities while still having a professionally managed portfolio
Choice of three Australian share portfolios and an Australian property securities portfolio
Read the latest performance report

Read the latest performance report

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