Fiducian Ultra Growth

FPS0014AU

Fiducian Ultra Growth FPS0014AU Strategy

The Fund should therefore be capable of generating high returns over the longer term, but it could also be exposed to significant volatility at times and potential capital losses when markets turn down. Over long 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.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

Blue Owl offers a harsh lesson for semiliquid fund investors

Analyzing the saga of this US private credit BDC.
funds

Listed Investment Companies monthly performance: January 2026

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

KiwiSaver Survey | December Quarter 2025

KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,321.1012.800.14%
CAC 408,519.2122.040.26%
DAX 4024,986.255.72-0.02%
Dow JONES (US)49,174.50370.440.76%
FTSE 10010,680.594.15-0.04%
HKSE26,590.32491.59-1.82%
NASDAQ22,863.68236.411.04%
Nikkei 22557,906.95585.861.02%
NZX 50 Index13,523.279.04-0.07%
S&P 5006,890.0752.320.77%
S&P/ASX 2009,094.1010.000.11%
SSE Composite Index4,117.4135.340.87%

Market Movers