FIDUCIAN CAPITAL STABLE FUND
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The Fiducian Capital Stable Fund is suitable for investors seeking a relatively high level of income supplemented by a modest level of capital growth. The bulk of the portfolio is held in the fixed interest and cash sector to reduce the likelihood and frequency of negative returns over a single year period. However, some exposure to shares and property for long term performance is also included.
Fund Commencement
March 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