The Fiducia Mastertrust is a relatively new concept, that of an integrated portfolio investment service. The original idea can be traced back to the development of ‘wrap accounts’ in the United States of America in the 1970’s, followed in the 1980’s by the introduction of ‘master trusts’ in Australia.

In global terms, master trusts currently hold some £50 billion of investments and pensions for many thousands of private investors and the concept has now spread to South Africa and New Zealand as well as to the United Kingdom.

The Fiducia Mastertrust is a total portfolio management service. That is a single investment account which can hold virtually the entire range of traditional investments – such as:

• Unit Trusts, OEICS and ICVCs
• Investment Trusts
• UK approved offshore funds
• PEPs
• ISAs
• Shares registered on a UK Stock Market
• Investment bonds
• Pension arrangements

Fiducia Mastertrust provides secure 24 hour on-line access to clients so that they may view their account at anytime. It is completely transparent and enables clients to view all transactions on their account or to obtain a current valuation at the touch of a button.