Fiducian India Fund

About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/100213-2024-02-02-02:20.pdf
FUND MANAGER Fiducian Investment Management Services
ASX Code
INVESTMENT STYLE The Fund invests in a well-diversified range of companies listed on Indian stock exchanges.
INVESTMENT PROFILE The objective of the fund is to outperform its Benchmark, after fees, over rolling five-year periods.
BENCHMARK Bombay Stock Exchange (BSE) 100 Index, in $A terms
FUND SIZE Bombay Stock Exchange (BSE) 100 Index, in $A terms
FEES 1.54% p.a.



Benefits of investing in the Fiducian India Fund

The key benefits of investing in the Fund are as follows:

  • Access to Fiducian's proven Manage the Manager System of managing investments
  • Diversified exposure to leading Indian fund managers
  • Tactical tilting between fund manager styles and disciplines as well as between asset classes
RISK LEVEL Very High (Based on an estimate of 6 or greater negative annual returns in any 20-year period.)

Investor suitability

In our view this Fund is suited to investors who are seeking access to a high-growth economy. While it holds promise for capital growth, caution is warranted when investing in this Fund. Due to the potential for significant fluctuations at times, investment should be aimed at longer-term returns with money that is not required for cash flow at short notice.    



Key Features

About the Fund

The Fiducian India Fund provides investors with the unique opportunity to invest in a well-diversified range of companies listed on Indian stock exchanges. In recent years India has been one of the fastest growing economies in the world. Many Indian companies have been taking advantage of this growth and in particular have been benefiting from a rapidly expanding consumer market. This Fund aims to provide investors with actively managed exposure to this market in a country that could become a major economic power over the next two decades.

This Fund seeks to manage inherent volatility by blending portfolios provided by experienced and well-known fund managers, each with established compliance procedures and excellent performance track records. Each of these fund managers utilises different investment styles and focuses on different market sectors, providing investors in this fund with well-diversified overall market exposure.

Investment Philosophy

Our goals are relatively straightforward - they are:


  • To add value for investors through understanding and controlling the trade-offs between investment risk and return over particular time periods;
  • To exceed the Bombay Stock Exchange 100 Index (BSE 100) benchmark in $A after fees, over rolling 5-year periods;
  • To provide full, fair and timely investment information to investors and their Financial Planners;
  • To keep our products true-to-label.


The significant features of the Fiducian India Fund, like all of the Fiducian Funds, are as follows:


  • Well Researched Investment Strategy
  • Highly Structured & Rigorous Investment Process
  • The better team wins rather than a single star
  • Continual Research
  • Always striving to improve


Investment description

The Fiducian India Fund aims to provide investors with the opportunity to invest in a well-diversified range of companies listed on Indian stock exchanges. It is managed by carefully selected Indian fund managers who are based in India and have satisfied Fiducian’s selection criteria.

This Fund gives investors the opportunity to invest in an economy that has been one of the fastest growing in the world in recent years. The fund may utilise currency hedging at any time to facilitate the implementation of the investment objectives. The Fund is suitable for investors seeking good long term capital growth but it will also experience periods of high



How we invest your money

The Indian shares are selected by Indian fund managers who are based in India and which have met Fiducian's fund manager selection criteria. These fund managers employ large teams of research analysts with substantial local knowledge of the many languages, business processes in different geographical regions, economic activities and the regulatory environment in India.

The Fiducian Manage the Manager System is a Multi Manager, Multi Style and Multi-Disciplined process with a Tactical Asset Allocation overlay. Fiducian Funds are constructed using a number of investment managers, each employing a different investment style. In our funds, we also actively manage the Asset Allocation of funds to smooth the volatility of potential asset sector performance.

Asset allocation

The Fiducian India Fund has the following asset sector exposures:

  • Indian Shares: 75% to 100%
  • Cash: 0% to 25%