LOGIN
GO
Skip Navigation Links
ABOUT FIDUCIAN
SUPERANNUATION
PORTFOLIO SERVICES
TECHNOLOGY
ADVICE SERVICES
BUSINESS SERVICES

FIDUCIAN ULTRA GROWTH FUND

 

The Fiducian Ultra Growth Fund is intended to have over 95% exposure to growth assets, including shares and property securities and therefore should be capable of generating high returns over the longer term. However, it could also be expected to experience significant volatility and potential capital losses when markets turn down. Over longer periods of time (at least 7 to 10 years), this fund should tend to outperform other managed diversified funds that have a lower exposure to growth assets (shares and property). This Fund commenced operation in November 2008.

Product Disclosure Statement

View Document

Monthly Report

View Previous Reports

Latest Returns

Ultra Growth Fund Flyer

Fund Commencement
November 2008

Benchmark and Aim
For this Fund, each asset class has its own benchmark. The Fund’s objective is to exceed average fund manager performance (after fees) as determined by relevant surveys conducted by Morningstar over rolling 5-year periods.

Asset Allocation (31 December 2016)

Asset Sector Exposures

The Fiducian Ultra Growth Fund is a blend of the following sector and specialist funds, providing investors with the proven benefits of diversification across asset sectors as well as diversification between fund manager styles within each sector:

 
   
 

 

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

| CONTACT US | PRIVACY POLICY | TERMS & CONDITIONS |