Serious investing made seriously simple
At Financial Choice Direct Portfolios we believe that everyone should be able to invest with confidence across major global markets with access to the best investment minds in the world.
Competitive management fee with no brokerage
With Financial Choice Direct Portfolios you access world-class expertise for an all-inclusive, low cost competitive management fee, that covers research, asset allocation, ongoing portfolio optimisation, administration and full tax and performance reporting.
- No brokerage
- No hidden fees or charges
- Low transaction costs
How does it work?
Financial Choice Direct Portfolios make it easy to get started on your investment journey
Financial Choice Direct Portfolios make it easy to get started on your investment journey
Step 1 – Register online
Step 1 – Register online
Once registered you can explore the range of portfolios and their composition, see past performance, use the fee calculator to calculate the cost, access the Key Documents like the Product Disclosure Statement and read engaging content from the Financial Choice Investment Committee.
Step 2 – Select a portfolio
Step 2 – Select a portfolio
When you feel comfortable to do so, choose a portfolio that suits your investment profile. You can open an account directly from your Investor Portal and it only takes 5 minutes to do so.
Step 3 – Monitor performance
Step 3 – Monitor performance
Once invested, you can track your portfolio 24/7 via the Investor Portal or mobile app. Our Investment Team will keep you informed every step of the way, providing regular updates on how your portfolio is performing as well as relevant educational content and general market commentary.
Portfolios
Portfolios
Please select a portfolio below to view information
Please select a portfolio below to view information
Investment Objective
Aims to provide investors with modest capital appreciation and income over periods of three years or more by investing in a diversified portfolio of predominantly defensive assets.
Who is this suitable for?
Investors wanting stable income and a high degree of capital stability.
Risk/Return – Low
Recommended Minimum Investment – $10,000
Management fee – 0.75%
Investment Objective
Aims to provide investors with a moderate income and capital growth over periods of 5 years or more by investing in a diversified portfolio of both growth assets and defensive assets.
Who is this suitable for?
Investors seeking a careful balance between risk and reward.
Risk/Return – Medium
Recommended Minimum Investment – $10,000
Management fee – 0.75%
Investment Objective
Aims to maximise total returns over a period of 7 years or more by investing in a diversified portfolio of majority growth assets.
Who is this suitable for?
Investors seeking to maximise their total returns over the longer term and are prepared to tolerate a high degree of market volatility along the way.
Risk/Return – High
Recommended Minimum Investment – $10,000
Management fee – 0.75%
Investment Objective
A cost-effective, ‘true to label’ ethical portfolio that seeks to provide an investment return, over a period of six years or more, consistent with a high growth risk profile through a selective blending of asset classes including Australian and international equities, and Australian and international bonds, according to the strategic asset allocation.
Who is this suitable for?
This suits investors who want to prioritise companies that have high ESG ratings relative to their sector peers, to ensure the inclusion of the best-in-class companies.
Risk/Return – Low
Recommended Minimum Investment – $10,000
Management fee – 0.75%
Investment Objective
Aims to provide investors with a diversified portfolio of fixed interest securities of short duration to provide a better than bank interest return over a period of 2 years or more.
Who is this suitable for?
Suited to investors who want a secure income stream or an accumulator who wants to build a cash fund for travel, home deposit or school fees.
Risk/Return – Low
Recommended Minimum Investment – $10,000
Management fee – 0.75%
Download the Financial Choice app to learn more
Download the Financial Choice app to learn more
Go to the store and search for the app.
