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FIDUCIAN CAPITAL SAFE FUND

 

The Fiducian Capital Safe Fund is intended to provide a secure return with low risk of capital loss relative to other investment categories. Approved investments include Australian Dollar short term deposits, cash equivalent securities and fixed interest investments, where the latter could include some income generating equity backed securities. The return may be above cash returns when interest rates are falling and below cash returns when interest rates are rising.

Investors seeking regular income payments from their portfolios should select some investment in this Fund to provide a source for income. This may allow them to avoid having to redeem growth style investments they may hold.

Product Disclosure Statement

Monthly Fund Report

View Previous Reports

Latest Returns

Fund Commencement
February 1997.

Benchmark and Aim
For this Fund, the relevant market index is the UBS Australian Bank Bill Index. To match the performance of the UBS Australian Bank Bill Index (before 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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