FIDUCIAN ULTRA GROWTH FUND

The Fiducian Ultra Growth Fund is intended to have over 95% exposure to growth assets, including shares and property securities and therefore should be capable of generating high returns over the longer term. However, it could also be expected to experience significant volatility and potential capital losses when markets turn down. Over longer periods of time (at least 7 to 10 years), this fund should tend to outperform other managed diversified funds that have a lower exposure to growth assets (shares and property). This Fund commenced operation in November 2008.

Fund Commencement
November 2008

Benchmark and Objective
For this Fund, each asset class has its own benchmark. The Fund’s objective is to exceed average fund manager performance (after fees) as determined by relevant surveys conducted by Morningstar over rolling 5-year periods.

Asset Allocation