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 five managed share portfolios to suit the investment objectives of different types of investors:
- Imputation Portfolio
- Growth Portfolio
- Property Securities Portfolio
- Emerging Leaders Portfolio
- Deep Green ESG Managed Shares 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
