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FIDUCIAN DIVERSIFIED SOCIAL ASPIRATIONS FUND

 

The Fiducian Diversified Social Aspirations Fund is intended to provide longer-term investors (those willing to invest for periods of at least five to seven-years) with an opportunity to invest in companies that take into consideration environmental, social and governance factors (or ESG). The Fund invests in a diversified portfolio of Australian and global shares listed on the Australian Securities Exchange and other major global stock exchanges.

Product Disclosure Statement

Monthly Fund Report

View Previous Reports

Latest Returns

Fund Commencement
November 2015.

Benchmark and Aim
For this Fund, there is no relevant market index, although the composite of the MSCI world ex- Australia Index and the S&P/ASX 300 Accumulation Index can be considered a reasonable proxy for a socially responsible portfolio. The objective is to exceed this index (after-fees) over rolling 3yr periods.

Asset Allocation (as at 31 December 2016)

Underlying Portfolio Managers

Following are the current panel of investment managers as selected by Fiducian’s Investment Team. They have met the stringent requirements of Fiducian’s ‘Manage the Manager System’ and are continuously monitored by Fiducian’s Investment Team. The team tactically re-weights between the investment managers on the basis of detailed economic, market and fund performance analysis. Investment managers may be replaced from time to time at the discretion of the Fiducian Investment Team.

 
   
 

 

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 Planner for advice and consider the disclosure document for each product before making investment decisions.

Fiducian Services Pty Limited ABN 41 602 437 892 on behalf of Fiducian Portfolio Services Limited RSE L0001144, and Fiducian Investment Management Services Limited AFSL 468211

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