Investment Performance of Fiducian Funds
Fiducian funds

Investment Performance of Fiducian Funds

Find the right solutions to meet your investment needs with a choice of fourteen (14) diversified, sector and specialist managed funds. Each fund is constructed using a number of investment managers from Australia and around the world, together in one fund to manage your money
Fiducian funds performance

Latest Returns to 31 March 2022 (%)

Fund Name3 month6 month1 year2 years3 years4 years5 years7 years10 years
Fiducian Australian Smaller Co Shares Fund-6.41-3.4118.1338.5416.312.6512.1711.3712.48
Fiducian Australian Shares Fund-0.181.1413.8627.8111.5110.49.768.7110.28
Fiducian Balanced Fund-4.95-2.996.4816.448.338.248.117.229.26
Fiducian Capital Safe Fund-0.1-0.15-0.130.150.430.760.941.251.83
Fiducian Capital Stable Fund-4.14-3.311.426.373.924.344.353.985.46
Fiducian Diversified Social Aspirations Fund-4.25-0.3510.6718.467.838.838.01
Fiducian Geared Australian Shares Fund0.743.6127.747.1211.9712.5410.198.5712.63
Fiducian Global Sm Co & Emerging Mkts Fund-12.97-11.04-4.6415.216.214.76.686.019.12
Fiducian Growth Fund-5.05-2.638.2719.79.579.329.158.1110.35
Fiducian India Fund (1)-7.14-8.8117.1430.1610.547.888.268.2115.39
Fiducian International Shares Fund-11.43-8.393.1517.7212.3611.3412.2110.1613.38
Fiducian Property Securities Fund-7.051.6918.1430.396.2810.138.388.6812.55
Fiducian Technology Fund-18.32-17.72-3.3214.5315.1414.7815.5815.120.26
Fiducian Ultra Growth Fund (2)-9.99-7.31725.7611.099.289.769.2111.66

Rates less than one year are effective rates. Rates over one year are annualised.
Rates are net of investment management fees and are not adjusted for tax.

Download Fiducian Fund Performance, Morningstar Rankings and full disclaimers here. (PDF)


Notes

(1) Fund commenced August 2007. (2) Fund commenced November 2008.

*Past performance is not indicative of future performance and the Fiducian Group does not guarantee the performance of the Funds or any specific rate of return. The information provided here is general in nature. It does not purport to be advice and should not be relied on as such.

Fiducian funds

Working for you

The Fiducian investment performance table below shows up to 10 year returns for each fund.

Fiducian Funds are managed by our Manage the Manager System that’s 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.

4

Diversified Funds

4

Sector Funds

6

Specialist Funds

40+

Investment Manager Teams
Fiducian’s multi-manager, multi-style and multi-disciplined investment process is designed to provide greater diversification, consistent above average returns with reduced risk and volatility over the medium to longer term.
End of September Fiducian Funds Performance

End of September Fiducian Funds Performance

See the latest Fiducian Funds Performance report here.
Read the latest performance report

Read the latest performance report

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