A direct share portfolio – without the hassle

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.

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

Their main features include:

  • 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 managed portfolios performance report

FIND A FIDUCIAN FINANCIAL PLANNER NEAR YOU
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