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FIDUCIAN CAPITAL STABLE FUND

 

The Fiducian Capital Stable Fund is suitable for investors seeking a relatively high level of income supplemented by a modest level of capital growth. The bulk of the portfolio is held in the fixed interest and cash sector to reduce the likelihood and frequency of negative returns over a single year period. However, some exposure to shares and property for long term performance is also included.

Product Disclosure Statement

Monthly Report

View Previous Reports

Latest Returns

Fund Commencement
March 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 divserification 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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