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FIDUCIAN AUSTRALIAN SHARES FUND

 

The Fiducian Australian Shares Fund invests in a diversified group of specialist Australian shares managers. This asset sector can deliver high returns over long periods of time, 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 Australia’s economic growth and enables Australian resident investors to benefit from favourable tax treatment accompanying franked earnings of Australian shares.

Product Disclosure Statement

Monthly Report

View Previous Reports

Latest Returns

Fund Commencement
February 1997

Benchmark and Aim
The relevant market index is the S&P/ASX 300 Accumulation Index. The objective is to exceed the benchmark (after fees) over rolling 3-year periods.

Asset Allocation (31 December 2016)

Underlying Portfolio Managers

Following are the current panel of investment managers as selected by Fiducian’s Investment Team. They have met the stringent requirements of Fiducian’s ‘Manage the Manager System’ and are continuously monitored by Fiducian’s Investment Team. The team tactically re-weights between the investment managers on the basis of detailed economic, market and fund performance analysis. Investment managers may be replaced from time to time at the discretion of the Fiducian Investment Team.

 
   
 

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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