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FIDUCIAN GROWTH FUND

 

The Fiducian Growth Fund is intended to have a relatively higher exposure to shares than either the Fiducian Capital Stable Fund or the Fiducian Balanced Fund and therefore should be capable of generating higher returns over the longer term, but it will also be exposed to higher capital losses when markets turn down. Over long periods of time (at least 5 to 7 years), growth funds tend to outperform other managed funds that have a lower exposure to growth assets (shares and property).

Product Disclosure Statement

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Monthly Report

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Latest Returns

Fund Commencement
February 1997.

Benchmark and 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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