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FIDUCIAN FUNDS

Latest Returns to 30 June 2017
 

 Fund Name 3
months
6
months
1
year
2 years p.a. 3 years p.a. 5 years p.a. 7 years p.a. 10 years p.a.
Fiducian Capital Safe Fund 0.4% 0.9% 2.0% 2.0% 2.1% 2.7% 3.3% 3.8%
Fiducian Capital Stable Fund 0.9% 2.8% 4.7% 4.5% 5.5% 6.7% 6.4% 4.7%
Fiducian Balanced Fund 1.3% 4.9% 9.9% 7.4% 8.8% 11.4% 9.1% 4.5%
Fiducian Growth Fund 1.5% 5.5% 11.3% 8.1% 9.8% 12.8% 9.9% 4.4%
Fiducian Ultra Growth Fund 1 0.9% 3.5% 10.9% 8.9% 11.5% 15.2%    
Fiducian Australian Shares Fund 0.5% 6.0% 15.0% 10.1% 9.1% 12.9% 9.0% 3.7%
Fiducian Australian Smaller Co Shares Fund -1.9% -0.8% 5.3% 9.7% 9.7% 14.8% 12.2% 4.8%
Fiducian International Shares Fund 4.3% 9.0% 17.6% 7.6% 12.9% 16.9% 12.3% 4.5%
Fiducian Global Sm Co.& Emerging Mkts Fund 4.2% 7.0% 17.4% 6.3% 10.9% 14.2% 8.3% 4.0%
Fiducian Property Securities Fund -2.3% -0.8% -2.2% 9.6% 12.6% 14.6% 13.3% 0.6%
Fiducian Technology Fund  5.5% 16.5% 32.4% 15.7% 23.6% 26.9% 20.6% 11.8%
Fiducian Geared Australian Shares Fund  -3.8% 3.3% 21.2% 8.2% 8.8% 16.9% 9.5% 1.6%
Fiducian India Fund 2 4.7% 18.8% 23.8% 12.6% 21.3% 25.9% 11.7%  

Rates less than one year are effective rates. Rates over one year are annualised.
Rates are net of investment management fees and are not adjusted for tax.

Notes
1: Fund commenced November 2008.    2: Fund commenced August 2007.

Past performance is not indicative of future performance and the Fiducian Group does not guaranteed the performance of the Funds or any specific rate of return. The information provided here is general in nature. It does not purport to be advice and should not be relied on as such.

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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