Investment choice and diversification

Fiducian’s four highly rated sector funds invest in a diversified group of investment managers with expertise in each sector.

Investors receive the proven benefits of diversification between fund manager styles within each sector and can build a portfolio from a combination of one or all of the following sector funds:

Fiducian’s Australian Shares Fund and Property Securities Fund are each rated five stars (the highest possible) by independent ratings agency Morningstar, with the Australian Smaller Company Share Fund rated four stars.

The Fiducian Australian Shares Fund

The Fiducian Australian Shares Fund invests in a diversified group of six (6) specialist Australian shares managers. This asset sector can deliver high returns over the long term, but it can also show significant fluctuations in value, up and down, over short intervals.

This fund lets investors participate in Australia’s economic growth and enables Australian resident investors to benefit from the favourable tax treatment accompanying franked earnings of Australian shares.

Who would the Fiducian Australian Shares Fund suit?

It is recommended that investment in the Fiducian Australian Shares Fund be undertaken for at least five to seven years. Share investment can be volatile over the short-term.

Benefits of investing in the Fiducian Australian Shares 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 six (6) different fund manager teams managing your money in the Australian Shares Fund.

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

  • Access to Fiducian’s proven Manage the Manager System of managing investments
  • Diversified exposure to a broad range of leading Australian and international fund managers
  • Active asset allocation decisions
  • Tactical tilting between fund manager styles and disciplines as well as between asset classes

Benefits of investing in the Fiducian Funds

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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

The Fiducian International Shares Fund

The Fiducian International Shares Fund invests in a diversified group of eight (8) specialist international equity managers. This asset sector can deliver high returns over the long term, but it can also show sharp and significant fluctuations in value, up and down, over short intervals.

This fund gives investors an opportunity to participate in the economic growth of major global economies through investment in international companies. This fund has a currency overlay managed by a specialist currency manager, Pareto Investment Management Limited, to manage exposure to international currency fluctuations.

Who would the Fiducian International Shares Fund suit?

It is recommended that investment in this Fund be undertaken for at least five to seven years. International share investment can be volatile over the short-term.

Benefits of investing in the Fiducian International Shares 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 eight (8) different fund manager teams managing your money in the International Shares Fund.

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

  • Access to Fiducian’s proven Manage the Manager System of managing investments
  • Diversified exposure to a broad range of leading Australian and international fund managers
  • Active asset allocation decisions
  • Tactical tilting between fund manager styles and disciplines as well as between asset classes

Benefits of investing in the Fiducian Funds

#
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

The Fiducian Australian Smaller Company Shares Fund

The Fiducian Australian Smaller Company Shares Fund invests in a diversified group of six (6) specialist Australian smaller company fund managers. Investments are in smaller companies listed on the Australian Stock Exchange, and are generally defined to be companies other than those in the top 100 companies by market capitalisation.

Smaller companies can more readily offer diversification across a number of industries than the large company sector. They also tend to perform differently at different stages of the business cycle than larger companies. Smaller companies are often more flexible with less bureaucratic management structures. This may allow them to respond to market opportunities more quickly and to deliver higher growth than larger company shares over the longer term. However, smaller company shares tend to be more volatile in their performance and may be difficult to buy and sell from time to time.

Who would the Fiducian Australian Smaller Company Shares Fund suit?

It is recommended that investment in this Fund be undertaken for at least five to seven years. Share investment can be volatile over the short-term.

Benefits of investing in the Fiducian Australian Smaller Company Shares 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 six (6) different fund manager teams managing your money in the Australian Smaller Companies Shares Fund.

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

Benefits of investing in the Fiducian Funds

#
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

The Fiducian Property Securities Fund

The Fiducian Property Securities Fund invests in a diversified group of three (3) specialist property managers that invest in property trusts and other property securities listed on the Australian Stock Exchange. Property investments can provide attractive levels of income with a small amount of growth in the value of capital invested.

Listed property trusts have generally been found to deliver returns that are on average below the returns from shares, but which also tend to exhibit lower variance in price during share market declines. Property sectors include commercial, retail, tourism and residential property. Companies include property investment, development, contracting, tourism and leisure activities.

Who would the Fiducian Property Securities Fund suit?

It is recommended that investors in this Fund should plan to hold their investments for at least four to six years. Investment in this sector can be volatile over the short-term.

Benefits of investing in the Fiducian Property Securities 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 three (3) different fund manager teams managing your money in the Property Securities Fund.

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

Benefits of investing in the Fiducian Funds

#
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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