Why invest with Fiducian
superior results against the world’s best fund managers

Why invest with Fiducian

If you become a client of a Fiducian financial planner, you are under no obligation to invest your hard-earned savings with us. However, there are many good reasons why you might consider doing just that.
Tailored investment process
WHy FIDUCIAN

Tailored investment process

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.

Superior Results

Superior Results

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.

INVEST WITH FIDUCIAN

How do we manage your money

We designed our own investment process to help our clients build wealth and meet their financial objectives. Called the Fiducian Investment Service, it broadly has two key elements:
A range of investment options

A range of investment options

that include our highly effective ‘Manage the Manager’ investment process, customised to each client’s unique needs.
An administration platform

An administration platform

that lets you manage all your investments securely in one centralised location via a single access point and with consolidated online reporting – meaning you can easily keep track of your portfolio, whenever you like.
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The latest performance report

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