Specialist Investment Managers Beulah Capital Partners, have been mandated in conjunction with Ibbotson Associates (leading provider of asset allocation, manager selection and portfolio construction), and research house Morningstar, to manage the Growth assets in the Fintech Private Portfolios. The Specialist Investment Managers operate within the guidelines of the Fintech Private Portfolios Investment Management Committee and Charter to take advantage of specific opportunities in Australian Shares, Global and Emerging Market ETFs (Exchange Traded Funds) and Property ETFs.
Fintech Private Portfolios are designed to suit a range of risk profiles ranging from 100% Defensive assets to 100% Growth assets, and an option for Australian Shares only. Therefore, your portfolio can be adjusted to reflect your changing investment objectives over time.
Choose from the following Investment Options across a range of Investment Risk Profiles:
- Fintech Private Portfolios Defensive Strategy
- Fintech Private Portfolios Conservative Strategy
- Fintech Private Portfolios Moderate Strategy
- Fintech Private Portfolios Balanced Strategy
- Fintech Private Portfolios Growth Strategy
- Fintech Private Portfolios Accelerated Growth Strategy
- Fintech Private Portfolios Australian Share Strategy
When you open a Managed Account a Cash Portfolio will automatically be established for you.
