MyFiduciary portfolios are globally diversified and have a “core-satellite” approach.
The MyFiduciary Investment Committee is a team of investment specialists that are part of the MyFiduciary business. MyFiduciary is an organisation that specialises in the development of investment strategies and frameworks for a wide range of investment entities.
The MyFiduciary series of portfolios are developed using a “core-satellite” approach. This approach involves the core element of the portfolio being comprised of broadly diversified low-cost funds whilst satellite exposures may include more actively managed funds.
There are six different portfolios available with different risk profiles. Your adviser will help you select which portfolio is best for you depending on your investment needs and preferences.
Consilium, as the holder of the DIMS licence, has the responsibility to construct all Synergy portfolios. Consilium constructs the MyFiduciary series of portfolios based on research and recommendations from the MyFiduciary Investment Committee.