Managed Fund Portfolios
At Kearney Financial Planning, our managed fund portfolios are highly diversified across asset sectors and fund managers.
To ensure you get the most out of your investments, portfolios are realigned to current and predicted market conditions at least twice a year, and more regularly when necessary.
Why a Kearney Financial Planning Managed Fund Portfolio?
- Since our inception, Kearney Financial Planning’s managed fund portfolios have yielded consistent out-performance of market benchmarks. Feel free to review our Investment Performance* for more information.
- We have access to over 600 Australian and International Funds across all asset sectors (Equities, Property, Fixed Interest and Cash).
- All funds are of investment grade and recommended by industry leading research bodies.
- In addition to industry research, Kearney Financial Planning conducts its own independent research to filter the universe of funds down to a preferred list.
- We only select fund managers who demonstrate a history of excellent investment performance and whose mandate is in accordance with the market and economic outlook of our firm.