Fiducian Australian Shares Fund
At a glance
Fund size
$852 million (April 2026)
Portfolio manager
Conrad Burge
Inception date
February 1997
Fund ranking / index
View Fiducian Funds performance & ratings data
Recommended holding period
At least 8 years
Benchmark
S&P/ASX 300 Accumulation Index
Management cost
0.96%
Total management costs
0.98%
Application/exit fee
Nil
APIR Code
FPS0006AU
ARSN
093 542 271
Fund profile
The Fiducian Australian Shares Fund (Fund) invests in a portfolio of Australian shares across multiple industry sectors including financials, materials, industrials and healthcare.
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 six different managers make up the Fiducian Australian Shares Fund.
Fund objective
The Fund aims to exceed the ASX 300 Accumulation Index (after fees) over rolling three-year periods. The Fund may sometimes use futures strategies to gain short-term exposures to achieve its investment objectives.
Investor profile
This fund may suit investors seeking good long-term capital growth but who accept that portfolio values may fluctuate significantly along the way. Australian resident investors may also receive the tax benefits of franked dividends.