Fiducian Balanced
FPS0003AU
Fiducian Balanced FPS0003AU Strategy
The Fiducian Balanced Fund includes holdings in Australian and international shares, property, bonds and liquid assets. The Fund normally has a relatively higher exposure to shares than the Fiducian Capital Stable Fund and therefore should be capable of generating higher returns, over the longer term but it will also be exposed to some capital losses when markets turn down.
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
Listed Investment Companies monthly performance: June 2025
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
Listed Investment Companies monthly performance: May 2025
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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,934.30 | 45.10 | -0.50% |
| CAC 40 | 7,834.58 | 16.30 | 0.21% |
| DAX 40 | 24,217.50 | 78.43 | -0.32% |
| Dow JONES (US) | 44,901.92 | 208.01 | 0.47% |
| FTSE 100 | 9,120.31 | 18.06 | -0.20% |
| HKSE | 25,388.35 | 278.83 | -1.09% |
| NASDAQ | 21,108.32 | 50.36 | 0.24% |
| Nikkei 225 | 41,456.23 | 370.11 | -0.88% |
| NZX 50 Index | 12,871.17 | 17.71 | 0.14% |
| S&P 500 | 6,388.64 | 25.29 | 0.40% |
| S&P/ASX 200 | 8,666.90 | 42.50 | -0.49% |
| SSE Composite Index | 3,593.66 | 12.07 | -0.33% |