Managed Portfolios Fund Performance
Fiducian personal managed share portfolios

Managed Portfolios Fund Performance

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.
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Latest Returns to 30 June 2022

Imputation Portfolio
Imputation Portfolio
Growth Portfolio
Growth Portfolio
Emerging Leaders Portfolio
Emerging Leaders Portfolio
Listed Property Securities Portfolio
Listed Property Securities Portfolio

Imputation Portfolio

1 month3 month6 month1 year2 years3 years4 years5 years7 years10 years
Total Portfolio Return-9.7%-8.9%-2.0%-2.1%11.8%1.7%2.2%3.4%4.6%8.4%
Income0.0%0.2%2.3%4.1%3.7%3.6%3.8%3.9%4.3%4.8%
S&P/ASX 100 Accum Index-8.4%-11.1%-8.5%-5.0%10.3%3.9%6.0%7.2%7.1%9.6%
Estimated Franking Level (Calendar Year to Date):86.4%
Portfolio rebalanced after every stock change.
Download Imputation Portfolio Performance (PDF)

Growth Portfolio

1 month3 month6 month1 year2 years3 years4 years5 years7 years10 years
Total Portfolio Return-9.6%-15.5%-26.3%-20.2%3.5%6.9%8.3%11.4%12.7%11.4%
Income0.0%0.1%0.4%1.2%1.4%1.6%1.9%2.1%2.6%2.8%
S&P/ASX 100 Accum Index-8.4%-11.1%-8.5%-5.0%10.3%3.9%6.0%7.2%7.1%9.6%
Estimated Franking Level (Calendar Year to Date):71.6%
Portfolio rebalanced after every stock change.
Download Growth Portfolio Performance (PDF)

Emerging Leaders Portfolio

1 month3 month6 month1 year2 years3 years4 years5 years7 years10 years
Total Portfolio Return-18.5%-28.1%-34.8%-28.7%-1.8%-5.2%-6.9%-0.2%7.2%6.8%
Income0.0%0.0%0.2%0.4%0.6%0.9%1.1%1.2%1.9%2.5%
S&P/ASX Mid-Cap 50 & Small Ords Accumulation Composite Index-12.3%-18.7%-21.7%-16.4%5.9%2.6%2.5%6.0%7.9%7.4%
Estimated Franking Level (Calendar Year to Date):76.7%
Portfolio rebalanced after every stock change. Portfolio available from October 2006.
Download Emerging Leaders Portfolio Performance (PDF)

Listed Property Securities Portfolio

1 month3 month6 month1 year2 years3 years4 years5 years7 years10 years
Total Portfolio Return-12.9%-20.4%-26.1%-14.9%6.6%-3.6%0.3%2.5%4.5%7.4%
Income1.2%0.8%1.1%2.1%2.4%2.7%3.0%3.3%3.6%4.1%
S&P/ASX 200 A-REIT Accumulation Index-10.3%-17.7%-23.5%-12.3%8.1%-2.8%2.4%4.4%5.4%7.6%
Estimated Franking Level (Calendar Year to Date):20.5%
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.
Download Listed Property Securities Portfolio Performance (PDF)
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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