Fiducian’s in-house investment experts have developed, over many years, a sophisticated and tailored investment process.
It offers our clients the benefits of high quality investment selection, analysis, diversification and risk management, aimed at generating consistent above average returns over the medium to long term with reduced risk and volatility.
The Fiducian funds provide consistently superior results against the world’s best fund managers in the Australian market, where several funds received a 5-Star Overall Morningstar RatingTM.1
One of the other main advantages of investing with us is that you receive simplified reporting, with less paperwork. For example, we send you one tax statement each year with details of all your investments together, even if you have several different funds in your portfolio.
1 As of 30 November 2021, The Fiducian Balanced and the Fiducian Growth Funds received a 5-star Overall Morningstar RatingTM out of 200 Multi-Sector Growth Funds. The Fiducian Ultra Growth Fund received a 5-star Overall Morningstar RatingTM out of 132 Multi-Sector Aggressive Funds. The Fiducian Capital Stable Fund received a 5-star Overall Morningstar RatingTM out of 115 Multi-Sector Moderate Funds. View full Morningstar disclaimer here. Past performance is not a reliable indicator of future performance. The Morningstar Rating is an assessment of a fund’s past performance – based on both return and risk – which shows how similar investments compare with their competitors.