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FIDUCIAN BALANCED FUND

 

The Fiducian Balanced Fund includes holdings in Australian and international shares, property, bonds and liquid assets. The Fund normally has a relatively higher exposure to shares than the Fiducian Capital Stable Fund and therefore should be capable of generating higher returns over the longer term, but it will also be exposed to some capital losses when markets turn down. The Fund also usually has a lower exposure to the share sector, and a marginally higher exposure to the cash and fixed interest sectors, than the Fiducian Growth Fund.

Product Disclosure Statement

Monthly Report

View Previous Reports

Latest Returns

Fund Commencement
February 1997.

Aim
To exceed average fund manager performance (after fees) as determined by relevant surveys conducted by Morningstar over rolling 3-year periods.

Asset Allocation (31 December 2016)

Asset Sector Exposures

The Fiducian diversified funds are a blend of the following asset sectors, providing investors with the proven benefits of diversification across asset sectors as well as diversification between fund manager styles within each sector:

 
 

Australian Equities

International Equities

Listed Property Securities

Fixed Interest

Cash

 
 

 

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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