The bulk of the Fiducian Balanced Fund (Fund) is held in growth assets including Australian and international shares and property securities, although it usually has a slightly higher exposure to cash and fixed interest than a typical growth fund. It therefore aims to generate high returns over the longer term but will be exposed to capital losses when markets fall.

The Fund is managed using Fiducian’s unique Manage the Manager system, which aims to deliver superior returns with reduced risk. Currently, underlying investment funds from a blend of 27 different managers make up the Fiducian Balanced Fund.

The Fiducian Balanced Fund’s objective is to exceed average fund manager performance (after fees), as determined by relevant surveys conducted by FE fundinfo over rolling three-year periods.

This fund may suit investors with a 6+ years’ time horizon seeking solid long-term capital growth and who are comfortable with possible short-term volatility.