Why Choose a Fat Prophets Managed Account?

Professional Portfolio Management
Access Professionally constructed portfolios curated by the Fat Prophets Wealth Management team. Each model portfolio is actively managed to align with our strategic market views and investment convictions. We are not actively Trading.

Direct Ownership & Tax Efficiency
Investors retain direct ownership of underlying securities with assets held in custody with a Major Australian Financial Insitution. — including all applicable franking credits — and receive individualised tax reporting. Each account is treated separately, ensuring your tax outcomes aren’t impacted by other investors.

True Diversification
Gain exposure to a diversified share portfolio across Australian and global equities, designed to manage risk while targeting consistent, long-term returns — all within a cost-effective structure.

Full Transparency & Control
Enjoy 24/7 online access to view your holdings, performance, and transactions. You’ll always know exactly where your money is invested and how each position is performing.

Accountability You Can See
Our portfolio managers are fully accountable for performance and decision-making within each model portfolio. You invest with clarity, confidence, and clear alignment.

Why Managed Accounts?

When establishing our Wealth Management division, we evaluated multiple investment structures. We chose Managed Accounts because they offer our clients the transparency, flexibility, and efficiency that traditional pooled investment vehicles often lack. They represent a modern, investor-centric approach to portfolio management — one that aligns perfectly with our philosophy at Fat Prophets.

Our Investment Portfolios

At Fat Prophets Wealth Management, we offer a suite of professionally managed model portfolios designed to meet a range of investment goals — from income generation and international diversification to growth exposure in key sectors like mining and mid-cap equities. Each portfolio is built with conviction, backed by research, and actively managed by our experienced investment team.

Concentrated Australian Shares Portfolio (CAS)

Focused, High-Conviction Australian Equity Exposure

Our flagship Concentrated Australian Shares Portfolio represents the purest expression of the Fat Prophets investment philosophy. Launched in 2007, the CAS model aims to outperform the S&P/ASX 200 Accumulation Index by selectively investing in high-quality companies across the ASX — from blue-chip leaders to emerging mid-tier growth names.

  • Designed for investors seeking outperformance through active management
  • Capped at 30 holdings to maintain portfolio focus and discipline
  • Rigorous bottom-up research to identify our highest conviction ideas
  • Strategy combines growth potential with portfolio resilience

Recent Performance:

Term 1 Month 3 Month 6 Month 1 year
CAS Portfolio 5.29% 11.31% 7.69% 8.11%
Concentrated Australian Shares Portfolio (CAS) - Recent Performance

Australian Shares Income Portfolio (ASI)

Reliable Income, Diversification, and Tax Efficiency

Our Income Portfolio targets listed companies with stable dividend yields and strong balance sheets. Designed for clients seeking consistent income streams, this portfolio is conservative and broadly diversified across sectors of the Australian market.

  • Focus on dividend-paying companies with sustainable cash flows
  • Access to franking credits and monthly dividend distribution options
  • Flexibility to set additional monthly withdrawals or reinvest returns
  • Actively monitored to minimise dividend risk and preserve capital

Recent Performance:

Term 1 Month 3 Month 6 Month 1 year
ASI Portfolio 2.45% 4.19% 3.22% 3.22%
Australian Shares Income Portfolio (ASI) - Recent Performance

Global Opportunities Portfolio (GOP)

Diversify Beyond Australia with Global Market Exposure

Launched in 2013, the GOP provides access to international equities aligned with long-term macro themes and our contrarian outlook. The portfolio leverages our global research to identify undervalued, high-quality businesses across major markets, with a strong emphasis on Asia.

  • Core exposure to global large-cap equities, with unhedged FX positioning
  • Strategic country and sector selection based on forward-looking macro insights
  • Strong value bias with top-down macro filtering and bottom-up security selection
  • Suited to investors seeking growth and international diversification
  • Cost Effective International Exposure

Recent Performance:

Term 1 Month 3 Month 6 Month 1 year
GOP Portfolio 3.76% 5.83% 16.80% 30.29%
Global Opportunities Portfolio (GOP) - Recent Performance

Mining & Resources Portfolio

Tactical Exposure to Australia’s Resource Sector

One of our oldest portfolios provides focused access to Australia’s mining and energy sectors — from diversified majors to high-potential developers. This model is actively managed to capitalise on global commodity cycles and structural resource trends.

  • Suited to investors with higher risk tolerance
  • Designed to complement a broader equity strategy
  • Focus on quality resource assets across energy, metals, and materials
  • Actively managed by Angus Geddes and our experienced research team

Recent Performance:

Term 1 Month 3 Month 6 Month 1 year
Mining & Resources Portfolio 9.30% 14.02% 11.13% 2.4%
Mining & Resources Portfolio - Recent Performance

Small & Mid-Cap Portfolio (SMC)

Unlocking Growth in Emerging Australian Companies

The small and mid-cap space is under-researched and often misunderstood. This portfolio seeks to identify the next generation of market leaders — companies with strong management, scalable business models, and significant upside potential.

  • In-depth research and direct engagement with company management
  • Selective exposure to under-the-radar names with strong fundamentals
  • Higher risk, but with potential for outsized long-term returns
  • Ideal for diversifying large-cap-heavy portfolios

Recent Performance:

Term 1 Month 3 Month 6 Month 1 year
Small & Mid-Cap Portfolio 6.67% 8.75% 7.18% 12.52%
Small & Mid-Cap Portfolio (SMC) - Recent Performance

Asian Portfolio

Targeting Growth in One of the World’s Fastest-Growing Regions

Asia is a key engine of global growth. Our Asian Portfolio provides exposure to this dynamic region, focusing on high-growth sectors like technology and consumer markets, supported by favourable demographics and structural reforms.

  • Exposure to emerging and developed Asian markets
  • Focus on sectors with strong secular growth potential
  • Aligned with our macro and contrarian positioning
  • A compelling addition to a globally diversified portfolio

Recent Performance:

Performance data table is coming soon...

Term 1 Month 3 Month 6 Month 1 year
Asian Portfolio x.xx% x.xx% x.xx% x.xx%
Asian Portfolio - Recent Performance

Know more about our investment strategies

Stock Disclosure

ASX- Listed Australian Stocks:
29M.AU, ANN.AU, ANZ.AU, BPT.AU, BWP.AU, CKF.AU, CBA.AU, EVN.AU, FID.AU, FMG.AU, GOR.AU, GMG.AU, GNC.AU, HUB.AU, ILU.AU, IGO.AU, JHX.AU, MGR.AU, NAB.AU, PAR.AU, QBE.AU, RRL.AU, S32.AU, SBM.AU, TLS.AU, TUA.AU, WES.AU, WBC.AU, WHC.AU, XRO.AUX, AGL.AX, AMC.AX, BHP.AX, CSL.AX, DMP.AX, GDG.AX, WIRE.AX, ATOM.AX, MQG.AX, NIC.AX, NST.AX, ORI.AX, PDN.AX, RMS.AX, RPL.AX, SFR.AX, STO.AX, SUN.AX, VAU.AX, WTC.AX, WDS.AX, GMD.AX, CSC.AX, RIO.AX, GTK.AX, SPK.AX & NEM.AX

International Stocks:
BIDU.CN, 9888.CN, 1211.CN, 268.CN, 3690.HK, 1818.HK, 9618.CN, ENX.FR, BT.A.GB, GENI.GB, FRES.GB, 9988.HK, 2282.HK, 700.HK, 1128.HK, 1876.HK, 8750, 7011.T, 8306.JP, 8031.T, 8411.T, 3994.T, 7974.T, 8604.JP, 8308, 6758.JP, 8316.JP, 8331.T, JP.8308, HEM.SE, GRAB.SG, BABA.K, GOOG.US, AAPL.US, CDE.US, CPNG.K, FLTRF.L, SIL, URA, BZ.O, MSFT.US, SBSW.K, 2840.HK, TME, GDX, GDXJ.US, YUMC.K, Z.O, IMPUY & ANGPY