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FIDUCIAN GLOBAL SMALLER COMPANIES & EMERGING MARKETS FUND

 

The Fiducian Global Smaller Companies & Emerging Markets Fund provides investors with the opportunity to combine investments in companies that are generally of small capitalization in the more developed markets; with investments in companies that are listed on the stock exchanges of the less developed (emerging) markets. Smaller companies in developed and better regulated markets have shown superior long term growth when compared with their larger peers, as they are generally more flexible and operate in market niches that give them greater opportunity to increase profits. Emerging markets funds invest in developing countries and offer investors the opportunity to benefit from the significant growth potential inherent in many of these economies as they raise their standards of living.

It is expected that by diversifying between these two segments of the international share market, investors could be somewhat cushioned against the unexpected volatility and loss of capital that any one country’s market, industry sector or individual shares could generate. However, while this Fund could deliver high returns over the long term, it could also show periods of significant volatility caused by rapid changes in investor sentiment, difficulties in buying and selling shares, regulatory changes by Governments and currency, economic and political developments. In our view, therefore, this Fund appears suited for limited components of an investor’s portfolio that are not needed for cash flow at short notice and can be left to grow despite large fluctuations, for potential long term gain.

Product Disclosure Statement

Monthly Fund Report

View Previous Reports

Latest Returns

Fund Commencement
January 1999

Benchmark and Aim
For this Fund, the relevant market indices are the MSCI World Small Cap Index and the MSCI Emerging Markets Free Index. The objective for each underlying fund is to exceed its relevant 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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