Portfolio Management

Discretionary Investment (Managed Account)

The Portfolio allows the portfolio manager to manage the account, the manager buy and sell shares on behalf of the client. The client may choose to set broad ground rules though for instance, only allowing investment in TOP40 stocks.

Managed Accounts will typically be managed along the House View of HCI.

Non-Discretionary Investment

The Portfolio allows individuals to manage their own investments by allowing investors to choose the shares they would like to invest in.

Investors may still contact HCI for investment advice and input; however the final decision is with the client – no transaction will be carried out without the client’s instruction.

This option is for the more experienced investors as the responsibility, such as stock picking and timing of transactions, lies with the client.

Non-discretionary clients can also choose to do execute their own shares through HCI –online. Follow Link for more detail.

Unit Trust or Portfolio Management (Segregated Portfolios)

Why Unit Trust?

  • Strictly regulated by the FSB (financial services board)
  • Transparency
  • Proven Track Record
  • Ease of Access
  • Affordable way of owning Blue Chip shares (low monthly and once-off contributions)
  • Diversification

Why Portfolio Management (Segregated Portfolios)

  • Direct Share Ownership
  • Personalized Investment Choices structured to meet Individual objectives.
  • Transparency
  • Timing of Market Entry
  • Share Specific Information and Advice
HCI Products
Unit Trusts Treasury Management Portfolio Management

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