Fiducian managed portfolio performance

Fiducian Personal Managed Share Portfolios

The Fiducian Personal Managed Share Portfolios offer investors a diversified selection of carefully chosen share portfolios or listed property trusts that are managed and researched for you.

Latest Returns to 31 October 2018
IMPUTATION PORTFOLIO
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Imputation Portfolio Performance (PDF)
1 month3 months6 months1 year2 years p.a.3 years p.a.4 years p.a.5 years p.a.7 years p.a.10 years p.a.
Total Portfolio Return-7.59%-8.58%-4.16%-3.09%4.63%5.24%4.89%5.12%8.52%6.96%
Income0.36%1.78%2.05%3.97%4.47%4.69%4.81%4.95%5.34%5.34%
S&P/ASX 100 Accum Index-5.72%-5.76%-0.08%2.94%9.30%8.03%5.74%5.98%9.47%8.62%
Estimated Franking Level (Calendar Year to Date):82.50%

Portfolio rebalanced after every stock change.

GROWTH PORTFOLIO
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Growth Portfolio Performance (PDF)
1 month3 months6 months1 year2 years p.a.3 years p.a.4 years p.a.5 years p.a.7 years p.a.10 years p.a.
Total Portfolio Return-9.49%-6.49%-1.25%7.21%17.39%13.96%12.18%10.55%10.14%8.33%
Income0.00%0.64%1.08%2.58%3.11%3.21%3.38%3.43%3.60%3.63%
S&P/ASX 100 Accumulation Index-5.72%-5.76%-0.08%2.94%9.31%8.04%5.75%5.98%9.47%8.62%
Estimated Franking Level (Calendar Year to Date):58.80%

Portfolio rebalanced after every stock change.

EMERGING LEADERS PORTFOLIO
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Emerging Leaders Portfolio Performance (PDF)
1 month3 months6 months1 year2 years p.a.3 years p.a.4 years p.a.5 years p.a.7 years p.a.10 years p.a.
Total Portfolio Return-11.52%-6.79%-0.36%4.78%17.36%22.20%19.36%14.29%12.39%10.27%
Income0.10%0.90%0.87%1.71%2.03%2.52%3.27%3.21%3.71%4.06%
S&P/ASX 50:Small Ords Composite Accum Index-8.94%-6.99%-3.51%3.15%9.65%11.27%9.84%8.00%6.58%7.84%
Estimated Franking Level (Calendar Year to Date):80.40%

Portfolio rebalanced after every stock change. Portfolio available from October 2006

LISTED PROPERTY SECURITIES PORTFOLIO
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Listed Property Securities Portfolio Performance (PDF)
1 month3 months6 months1 year2 years p.a.3 years p.a.4 years p.a.5 years p.a.7 years p.a.10 years p.a.
Total Portfolio Return-3.84%-11.87%-7.18%-5.08%4.37%5.04%7.29%10.53%13.82%9.67%
Income0.00%-0.09%1.84%3.66%4.32%4.23%4.31%4.73%5.22%5.79%
S&P/ASX 200 A-REIT Accumulation Index-0.81%-5.59%0.04%1.07%6.70%7.85%9.57%11.57%13.52%8.99%
Estimated Franking Level (Calendar Year to Date):4.80%

Portfolio rebalanced after every stock change. Rates less than one year are effective rates. Rates over one year are annualised. Rates are net of investment management fees. No rates are adjusted for tax. 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.

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