FIDUCIAN BALANCED FUND
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The Fiducian Balanced Fund includes holdings in Australian and international shares, property, bonds and liquid assets. The Fund normally has a relatively higher exposure to shares than the Fiducian Capital Stable Fund and therefore should be capable of generating higher returns over the longer term, but it will also be exposed to some capital losses when markets turn down. The Fund also usually has a lower exposure to the share sector, and a marginally higher exposure to the cash and fixed interest sectors, than the Fiducian Growth Fund.
Fund Commencement
February 1997.
Objective
To exceed average fund manager performance (after fees) as determined by relevant surveys conducted by
Morningstar over rolling 3-year periods.
Asset Allocation
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The information on the Fiducian website is not intended to be a recommendation, offer, or invitation to invest. Any advice is general in nature and does not take into account your investment objectives, financial situation and particular needs. You should consult your Financial Adviser for advice and consider the disclosure document for each product before making investment decisions.
Fiducian Portfolio Services Limited ABN 13 0073 845 931 AFS Licence No. 231101 RSE License No. L0001144