Fund profile
The Fiducian Geared Australian Shares Fund (Fund) has a modest level of gearing built into its structure to leverage exposure to the Australian share market.
The Fund is managed using Fiducian's unique Manage the Manager system, which aims to deliver superior returns with reduced risk. The Fund's investments are spread across two specialist external managers and the Fiducian Australian Shares Fund, which itself contains several underlying specialist fund managers.
Fund objective
The Fund's objective is to magnify returns by borrowing to invest in securities listed on the Australian Stock Exchange (ASX). It aims to exceed the ASX 200 Accumulation Index (after fees) over rolling five-year periods.
Investor profile
The Fiducian Geared Australian Shares Fund may suit investors seeking high returns over the longer term and the tax benefits of franked earnings of Australian shares. As a geared equities investment, the Fund can fluctuate very sharply and significantly over short intervals.