--- title: Managed Accounts --- [Skip to content](https://www.vested.com.au/portfolios#main-content) [![logo-fill](https://www.vested.com.au/hubfs/logo-fill.svg "logo-fill")](https://www.vested.com.au/?hsLang=en) - [Team](https://www.vested.com.au/team) - [Managed Accounts](https://www.vested.com.au/portfolios) - [Wealth Management](https://www.vested.com.au/wealth-management) - [Investor Relations](https://www.vested.com.au/investor-relations) - [Corporate Advisory](https://www.vested.com.au/corporate) Get Stated [Open Account](https://onboarding.morrisonsecurities.com/?sub=vested-equities) [Portal Login](https://portal.vested.com.au/?as=client) ###### Managed Accounts # Free up time for the moments that *matter.* All the security and flexibility of a HIN-based portfolio with the expertise of an experienced investment committee handling asset allocation, investment selection, and portfolio management when you're not available. ###### Our Portfolios ## Professionally managed portfolios with results that speak for themselves. Our investment committee manage four Australian Equities portfolios across Large Caps, Dividends Focus, All-Weather Stocks and Small Caps, as well as five multi-asset risk weighted model portfolios. ## Australian Active Large Caps ### Actively Managed Australian Share Portfolio An actively-managed, long-only model portfolio focussed on Australian Large-Cap equities. The investment ideas incorporate Vested's views on global markets, domestic macro-economic outlook, bottom-up fundamental analysis and sector specific themes. ![Screenshot 2025-02-25 131140](https://www.vested.com.au/hubfs/Screenshot%202025-02-25%20131140.png) [Find out more](https://www.vested.com.au/portfolios#link) ## All-Weather Australian Equities ### Vested-FN Arena All Weather Model Portfolio The portfolio seeks to invest in companies with strong cash flow, robust balance sheets and excellent management. Companies must also have a high economic moat and favourable industry dynamics, which in turn provide lower earnings risk and less volatility over the longer term. ![Screenshot 2025-07-14 151441](https://www.vested.com.au/hubfs/Screenshot%202025-07-14%20151441.png) ## Australian Active Small Caps ### Actively Managed Australian Small Share Portfolio An actively managed, long-only model portfolio focussed on Australian small cap equities, with a focus on delivering stable growth and dividend yield. The investment ideas generated by the committee are the result of an in-depth analysis process involving meeting with management, financial modelling and bottom-up fundamental analysis. ![Screenshot 2025-07-14 162145](https://www.vested.com.au/hubfs/Screenshot%202025-07-14%20162145.png) ## Multi-Asset Risk Weighted Portfolios ### Five Actively Managed Portfolios, weighted in accordance with a risk profile across seven major asset classes. Vested's Multi-Asset Strategy Model Portfolios are actively managed across 5 risk profiles investing across seven asset classes including global and domestic Equities, Property, Infrastructure and Fixed Income. Tactical Asset Allocation is used to manage risk while active  investment selection aims to identify the best managers across Managed Funds, Exchange Traded Funds, Listed Investment Companies and Trusts and Real Estate Investment Trusts. ![Screenshot 2025-07-14 162920](https://www.vested.com.au/hubfs/Screenshot%202025-07-14%20162920.png) ## Australian Dividend Opportunities A long only actively managed defensive portfolio focussed on Australian equities, that deliver stable dividend yield. The portfolio incorporates our global market macro-economic outlook with bottom up fundamental analysis and sector themes.  ![Screenshot 2025-07-14 162931](https://www.vested.com.au/hubfs/Screenshot%202025-07-14%20162931.png) Portfolios are model portfolios, actual performance for individual investors may differ based on trade execution prices, entry and exit times, and rounding of holding sizes.  Performance is before expenses, fees, brokerage and taxes. Past performance is not a reliable indicator of future performance.  ###### Managed Account Services ## A comprehensive solution that stays active even when you're not. [Book a conversation](https://www.vested.com.au/contact?hsLang=en) ![Portfolio Reporting & Administration](https://www.vested.com.au/hubfs/seo-content-analytics-chart.svg) ### Portfolio Reporting & Administration Fast, accurate daily investment reporting for companies, trusts and individuals. Take the headache out of preparing for end-of-year reporting with our easy to navigate investment portal. ![Simple & Efficient Changes](https://www.vested.com.au/hubfs/speed-meter-1-1.svg) ### Simple & Efficient Changes When our investment committee implement a change to the model, a record of advice is automatically sent detailing the effect on your portfolio. Utilising DocuSign, the approved changes are implemented and contract notes are distributed all on the same day. ![Transparency & Ownership](https://www.vested.com.au/hubfs/block-chain-secured.svg) ### Transparency & Ownership Our client portal allows investors to track and/or approve every transaction on their account, while having visibility on all holdings right down to the finest detail. All ASX holdings are owned directly by the clients own HIN and settle via ASX contract notes. ![Expert Portfolio Management](https://www.vested.com.au/hubfs/brain-computer-interface.svg) ### Expert Management Our committee members each have decades of  experience and work collectively to identify top performing managers in each asset class. The team draw on support from external research house Banyan Tree investment group and Lonsec Group. ## We love talking stocks. Whether you decide to engage us or not, time spent discussing our favourite subject is never wasted.  Book an obligation-free consultation with one of our expert advisers. [1300 980 849](tel:1300980849) [invest@vested.com.au](mailto:invest@vested.com.au) [![Vested Equities](https://www.vested.com.au/hubfs/logo-light.svg "Vested Equities")](https://www.vested.com.au/?hsLang=en) [1300 980 849](tel:1300980849) [contact@vested.com.au](https://www.vested.com.au/contact?hsLang=en) ##### Company - [Home](https://www.vested.com.au/?hsLang=en) - [Our Team](https://www.vested.com.au/team?hsLang=en) - [Contact](https://www.vested.com.au/contact?hsLang=en) ##### Services - [Corporate Advisory](https://www.vested.com.au/corporate?hsLang=en) - [Investor Relations](https://www.vested.com.au/investor-relations?hsLang=en) - [Wealth Management](https://www.vested.com.au/wealth-management?hsLang=en) - [Managed Portfolios](https://www.vested.com.au/portfolios) ##### Resources - [Blog](https://www.vested.com.au/blog?hsLang=en) #### Never Miss a New Deal! Subscribe to our email list to receive a notification as soon as a deal goes live. Copyright 2022 © [Vested Equities Pty Ltd](https://vested.com.au) | ABN 54 601 621 390 AFSL 478987 Vested Equities Pty Ltd (ABN 54 601 621 390) is the holder of Australian Financial Services (AFS) Licence 478987. The content on this website is for general information purposes only and is not intended to reflect any recommendations or financial advice. The information on this site has been prepared without taking into account your objectives, financial situation or needs. For this reason, you should consider the appropriateness of the advice or recommendation in light of your own personal circumstances, relevant risk factors, the nature and extent of your risk of loss, as well as the legal and accounting consequences before acting making an investment or trading decision regarding any Financial Product mentioned herein. While it is believed that all information sourced and contained on this website to be accurate at the time of publication, liability for any errors, omissions, accuracy or completeness of the information (except any statutory liability which cannot be excluded) is specifically excluded by Vested Equities, its associates, officers, directors, employees and agents. 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