This has to be one of the easiest and most fool-proof ways for investors to achieve diversification in their own managed portfolios.
The SMA is a giant step forward from traditionally managed funds. Thanks to leading-edge technology a Fat Prophets SMA can now provide you with your own professionally managed portfolio plus several unique features never before available to retail investors in traditional managed funds.
Just check out these benefits:
Individual Taxation
Your own separate account means that you have more control over your individual tax issues such as capital gains and franking credits. For example you will never inherit another investors gain as can happen with a traditional managed fund.
Customisation
Your portfolio can be personally tailored to include existing shareholdings and/or exclude stocks that you have nominated.
Portfolio Choice
Fat Prophets has developed three investment model portfolios - the Fat Prophets Concentrated Australian Shares Model, the Fat Prophets Mining and Resources Model and the Fat Prophets Australian Share Income Model. Choose either one separately, or create your own blended portfolio from a combination of the three.
Transparency
View on-line your own personal portfolio at any time and access reports that track all the information you need including current holdings, performance data, stock transactions, income (including franking credits) and CGT which is updated daily.
Low Brokerage
Thanks to economies of scale, brokerage paid within the SMA is at wholesale rates regardless of the size of the trade.
Easy Contributions and Withdrawals
You can top up your investment through lump sums or contribution plans, or withdraw funds without penalties whenever you wish.
Leverage
If you are an eligible investor you can leverage your portfolio with a margin lending package at any time.
Take a look at the different model portfolios that you can choose from to build your SMA.