Fiducian is a specialist financial services company offering a wide range of investment choices to our clients. Your Fiducian Financial Planner works with you to develop your wealth creation strategy and financial plan to suit your financial and lifestyle goals. Our objective is to build lasting relationships with our clients and work with them through a personalised approach and building trust through quality financial advice.
|Fiducian Diversified Funds||Fiducian Sector Funds||Fiducian Specialist Funds|
|Capital Stable Fund||Australian Shares Fund||India Fund|
|Balanced Fund||International Shares Fund||Technology Fund|
|Growth Fund||Australian Smaller Company Shares Fund||Global Smaller Companies
& Emerging Markets Fund
|Ultra Growth Fund||Property Securities Fund||Capital Safe Fund|
|Geared Australian Shares Fund|
|Diversified Social Aspirations Fund|
You also have the option of directly owning a limited number of listed securities such as shares or property trusts. Within the Fiducian collection, there are four managed share portfolios and a property securities portfolio. The Fiducian investment team manages your share portfolio for you, so you do not have to worry about selection or alteration to the portfolio of securities.
Fiducian has an experienced and expert in-house investment team responsible for managing the Fiducian Funds, including fund manager selection and active ongoing portfolio management.
Fiducian Investment Management Services Limited is the ‘Responsible Entity’ of each of the Fiducian Funds.
Using our ‘Manage the Manager’ system, we combine a variety of fund managers, such as growth and value managers into one fund. Our Investment team conducts ongoing extensive research both in Australia and overseas to source the best fund managers for inclusion in a Fiducian portfolio.
We apply a carefully structured research process to the selection of funds and other products. This process involves the application of quantitative and qualitative analysis to identify well 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.
The Investment Team also makes active asset allocation decisions within the Fiducian Funds, both between managers as well as between asset classes. These decisions are the culmination of strategy decisions taken by the Investment Team on the basis of detailed economic, market and fund performance analysis.
The full range of Fiducian Funds is available through:
Have a chat with your financial planner to find out more about investing in the Fiducian Funds.