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FIDUCIAN AUSTRALIAN SMALLER COMPANY SHARES FUND

 

The Fiducian Australian Smaller Company Shares Fund invests in a diversified group of specialist Australian smaller company fund managers. Investments are in smaller companies listed on the Australian Stock Exchange, which 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. 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 also be difficult to buy and sell from time to time.

Product Disclosure Statement

Monthly Report

View Previous Reports

Latest Returns

Fund Commencement
November 1997.

Benchmark and Aim
For the Fiducian Australian Smaller Company Shares Fund, the relevant market index is the S&P/ASX Small Ordinaries 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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