Fiducian Balanced
FPS0003AU
Fiducian Balanced FPS0003AU Strategy
The 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
Chart of the Week: The role of semiliquid funds in your portfolio
Understanding their purpose, requirements and application for investors.
funds
Why this US fund manager says AI threatens to destroy company moats
Only one of the five classic moat pillars has predictive power today, says Westwood’s Adrian Helfert.
funds
Blue Owl offers a harsh lesson for semiliquid fund investors
Analyzing the saga of this US private credit BDC.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,628.30 | 34.80 | -0.40% |
| CAC 40 | 7,807.87 | 162.01 | -2.03% |
| DAX 40 | 22,839.56 | 662.69 | -2.82% |
| Dow JONES (US) | 46,052.46 | 172.69 | -0.37% |
| FTSE 100 | 10,063.50 | 241.79 | -2.35% |
| HKSE | 25,303.52 | 197.06 | -0.77% |
| NASDAQ | 22,090.69 | 61.73 | -0.28% |
| Nikkei 225 | 53,372.53 | 1,866.87 | -3.38% |
| NZX 50 Index | 12,989.99 | 325.61 | -2.45% |
| S&P 500 | 6,606.30 | 18.40 | -0.28% |
| S&P/ASX 200 | 8,428.40 | 43.90 | -0.52% |
| SSE Composite Index | 3,986.09 | 20.46 | -0.51% |