A diversified portfolio to suit any investor

Fiducian’s four highly rated diversified funds provide investors with the proven benefits of diversification across asset sectors and between fund manager styles within each sector. Each fund is built from a blend of the following asset classes:

Fund performance

Fiducian’s flagship diversified funds have returned some notable performances. For the five years to 31 March 2019, the Fiducian Diversified funds were ranked by independent agency Morningstar’s Investment Performance Survey as follows:

Fiducian Capital Stable Fund

The Fund is one of Fiducian’s diversified funds 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 for long- term performance is also included.

The Fiducian Capital Stable Fund is a diversified fund. The Fiducian Investment Team makes active tactical asset allocation decisions within the Fiducian diversified funds, both between managers as well as between asset classes. These decisions are the culmination of strategic decisions taken by the Investment Team based on detailed economic, market and fund performance analysis.

The Fiducian Manage the Manager System is based on the principle that several carefully selected investment managers can, over any reasonable period, produce a better result, more consistently and with lower volatility, than a single manager. Fiducian has carefully selected a panel of investment managers for each of a wide range of asset sectors. The fund manager selection process involves the application of quantitative and qualitative analysis to identify top performing funds, managed by competent and experienced investment teams, who are assessed as being able to achieve consistently good performance over time without taking excessive risks.

Who would the Fiducian Capital Stable Fund suit?

The Fiducian Capital Stable Fund is likely to be suitable for investors who can hold investments for two to three years at least, who are relatively conservative, but are prepared to take some risk by investing a small portion of their assets in Australian and international share funds and property.

Benefits of investing in the Fiducian Funds

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  • Read the Product Disclosure Statement
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  • Read the latest fund performance report
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  • Read the latest fund profile and monthly report
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  • Previous Monthly Reports
Disclaimer:

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

Fiducian Balanced Fund

Investing in a ‘Balanced Structure’ means that your money is diversified over a number of asset sectors. The key reason for diversification is that financial markets can change without warning, which means there is a chance that your assets may decline in value just when you need them. By diversifying investments, you have a better chance of cushioning your assets from financial market declines and, as well, be able to capture the growth that comes from financial market appreciation.

Who would the Fiducian Balanced Fund suit?

This fund is suitable for investors who are prepared to hold their investment for a period exceeding 5 years. Investors might hold this fund as a core part of their portfolio as it gives exposure to growth assets, as well as to defensive assets.

Benefits of Investing in the Fiducian Balanced Fund

The Fiducian Balanced Fund has been constructed to diversify your investments across a number of asset sectors, including Australian Shares, International Shares, Listed Property Securities, Australian Fixed Interest, Inflation linked Fixed Interest, International Fixed Interest and some cash. Fiducian has twenty-four (24) different fund manager teams managing your money each within a distinct range around a benchmark in the Balanced Fund. In each asset sector, Fiducian continually monitors the fund managers and alters individual manager weightings when necessary and also manages tactical asset allocation between asset sectors based on its analysis of changes in the economic climate in Australia and globally.

Benefits of investing in the Fiducian Funds

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The Fiducian Balanced Fund is rated five stars (the highest possible) by independent ratings agency Morningstar.

  • #
  • Read the Product Disclosure Statement
  • #
  • Read the latest fund performance report
  • #
  • Read the latest fund profile and monthly report
  • #
  • Previous Monthly Reports
Disclaimer:

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

Fiducian Growth Fund

Fiducian’s Growth Fund is a carefully structured fund that combines allocation to a number of different asset sectors but with an emphasis on growth assets. This fund has been one of the best performing diversified funds. For the three years to 30 June 2017, independent agency Morningstar’s Investment Performance Survey reported the Fiducian Growth Fund ranked 1st out of 192 funds. The Fiducian Growth Fund is intended to have a relatively higher exposure to shares than either the Fiducian Capital Stable Fund or the Fiducian Balanced Fund and therefore should be capable of generating higher returns over the longer term, but it will also be exposed to higher capital losses when markets fall.

Who would the Fiducian Growth Fund suit?

The Fiducian Growth Fund is suitable for investors seeking good long-term capital growth with possible short-term volatility. Investors should be prepared to hold their investment for periods exceeding five years. Holdings include international and Australian shares, property, fixed interest and liquid assets.

Benefits of Investing in the Fiducian Growth Fund

The key benefits of investing in the Fund for you and your Financial Planner are:

Benefits of investing in the Fiducian Funds

#
  • #
  • Read the Product Disclosure Statement
  • #
  • Read the latest fund performance report
  • #
  • Read the latest fund profile and monthly report
  • #
  • Previous Monthly Reports
Disclaimer:

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

Fiducian Ultra Growth Fund

The Fiducian Ultra Growth Fund has been constructed to diversify your investment across asset sectors, including Australian Smaller Company Shares, Emerging Markets Shares, Global Smaller Company Shares, Listed Property Securities, Bio-Technology Shares and other Technology shares that include Artificial Intelligence and Robotics, as well as some cash.

Who would the Fiducian Ultra Growth Fund suit?

The fund is suitable for investors who are prepared to hold their investment for a period exceeding 5 to 7 years. Such investors are looking for superior growth in the value of their investment, but appreciate that higher returns come with higher associated risk and therefore prices can fluctuate sharply between positive and negative returns from time to time. Our diversification between various asset sectors aims to achieve relatively steadier returns (reduced risk).

Benefits of investing in the Fiducian Ultra Growth Fund

Using the Manage the Manager System of investment management for the Fiducian Funds, we invest in a blend of well-researched fund managers who are selected for their expertise and their investment styles. Fiducian has eighteen (18) different fund manager teams managing your money in the Ultra Growth Fund.

Benefits of investing in the Fiducian Funds

#
  • #
  • Read the Product Disclosure Statement
  • #
  • Read the latest fund performance report
  • #
  • Read the latest fund profile and monthly report
  • #
  • Previous Monthly Reports
Disclaimer:

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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