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FIDUCIAN PERSONAL MANAGED SHARE PORTFOLIOS

Latest Returns to 30 April 2017

It is important to note that each investor's portfolio is distinct with its own price history and return.
The following are indicative results.

IMPUTATION PORTFOLIO

  1
month
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.
Total Portfolio Return -0.9% 6.3% 10.3% 11.7% 5.9% 9.0% 12.0% 6.9% 4.2%
Income 0.1% 2.3% 2.6% 5.3% 5.2% 5.4% 5.7% 5.5% 5.5%
S&P/ASX 100 Accum Index 1.1% 6.9% 14.5% 18.4% 5.7% 7.3% 11.5% 8.1% 4.5%
Estimated Franking Level (Calendar Year to Date):                 95.4%

     Portfolio rebalanced after every stock change.

GROWTH PORTFOLIO

  1
month
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.
Total Portfolio Return 4.7% 13.0% 21.2% 22.4% 11.3% 12.7% 8.8% 6.3% 2.3%
Income 0.0% 0.9% 2.0% 3.8% 3.6% 3.8% 3.8% 3.7% 3.7%
S&P/ASX 100 Accumulation Index 1.1% 6.9% 14.5% 18.4% 5.7% 7.3% 11.5% 8.1% 4.5%
Estimated Franking Level (Calendar Year to Date):                 66.7%

     Portfolio rebalanced after every stock change.

EMERGING LEADERS PORTFOLIO

  1
month
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.
Total Portfolio Return -1.2% -0.9% -4.2% 22.1% 16.4% 10.8% 8.4% 5.7%  
Income 0.1% 0.9% 1.0% 2.8% 3.8% 3.7% 4.0% 4.0%  
S&P/ASX 50:Small Ords Composite Accum Index 0.3% 4.7% 6.2% 12.8% 9.1% 9.1% 5.7% 4.3%  
Estimated Franking Level (Calendar Year to Date):                 62.8%

     Portfolio rebalanced after every stock change.   Portfolio available from October 2006

LISTED PROPERTY SECURITIES PORTFOLIO PORTFOLIO

  1
month
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.
Total Portfolio Return 2.3% 9.9% 11.1% 7.8% 9.1% 15.0% 17.9% 12.9% -1.2%
Income 0.0% 0.8% 2.2% 4.1% 4.3% 4.8% 5.4% 5.8% 5.6%
S&P/ASX 200 A-REIT Accumulation Index 2.6% 7.5% 10.2% 5.8% 10.6% 15.5% 16.2% 12.6% 0.4%
Estimated Franking Level (Calendar Year to Date):                 n/a

     Portfolio rebalanced after every stock change.


Rates less than one year are effective rates. Rates over one year are annualised.
Rates are net of investment management fees. No rates are adjusted for tax.

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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