Fiducian Australian Smaller Company Shares Fund
At a glance
Fund size
$376 million (April 2026)
Portfolio manager
Conrad Burge
Inception date
November 1997
Fund ranking / index
View Fiducian Funds performance & ratings data
Recommended holding period
At least 9 years
Benchmark
S&P/ASX Small Ordinaries Accumulation Index
Management cost
1.19%
Total management costs
1.22%
Application/exit fee
Nil
APIR Code
FPS0008AU
ARSN
093 542 020
Fund profile
This fund mainly invests in ASX-listed companies outside the ASX's top 100 companies by market capitalisation. The portfolio is spread across multiple industry sectors and management styles.
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 Australian Smaller Company Shares Fund.
Fund objective
The fund aims to exceed its benchmark (after fees) over rolling three-year periods.
Investor profile
This fund may suit long-term investors who want to diversify their portfolio with exposure to smaller companies, which can offer better growth opportunities than large companies and perform differently at different stages of the business cycle. However, small company shares tend to be more volatile and can even be difficult to buy and sell at times.