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FIDUCIAN PROPERTY SECURITIES FUND

 

The Fiducian Property Securities Fund invests in a diversified group of specialist property managers. These fund managers invest in property trusts and other property securities listed on the Australian Stock Exchange. Property investments are capable of providing attractive levels of income with a small amount of growth in the value of capital invested. Listed property trusts have generally been found to deliver returns that are on average below the returns from shares, but which also tend to exhibit lower variance in price during share market declines. Property sectors include commercial, retail, tourism and residential property. Companies include property investment, development, contracting, tourism and leisure activities.

Product Disclosure Statement

Monthly Report

View Previous Reports

Latest Returns

Fund Commencement
February 1997.

Benchmark and Aim
For this Fund, the relevant market index is the S&P/ASX 200 Property Accumulation Index. The objective is to exceed the benchmark (after fees) over rolling 3-year periods.

Asset Allocation (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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