The Fiducian Capital Safe Fund’s (Fund) investments include fixed and variable rate debt instruments, discount securities, other fixed interest instruments such as income generating asset backed securities, Australian Dollar term deposits and cash equivalent securities.

The Fund is managed using Fiducian’s unique Manage the Manager system, which aims to deliver superior returns with reduced risk. Underlying investment funds from four different managers make up the Fiducian Capital Safe Fund.

The Fiducian Capital Safe Fund aims to provide a secure return with low risk of capital loss relative to other investment categories. Its objective is to match the Bloomberg AusBond Bank Bill Index (before fees) over rolling three-year periods.

This fund may suit investors seeking a short-term home for their funds or those wanting regular income payments from their portfolios. Investors should note that returns may exceed cash returns when interest rates are falling and be less than cash returns when interest rates are rising.