Fiducian Balanced Fund
At a glance
Fund size
$890 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 6 years
Benchmark
FE fundinfo Mixed Asset Index – Balanced
Management cost
0.93%
Total management costs
0.98%
Application/exit fee
Nil
APIR Code
FPS0003AU
ARSN
093 541 612
Fund profile
The bulk of the Fiducian Balanced Fund (Fund) is held in growth assets including Australian and international shares and property securities, although it usually has a slightly higher exposure to cash and fixed interest than a typical growth fund. It therefore aims to generate high returns over the longer term but will be exposed to capital losses when markets fall.
The Fund is managed using Fiducian's unique Manage the Manager system, which aims to deliver superior returns with reduced risk. Currently, underlying investment funds from a blend of 27 different managers make up the Fiducian Balanced Fund.
Fund objective
The Fiducian Balanced Fund's objective is to exceed average fund manager performance (after fees), as determined by relevant surveys conducted by FE fundinfo over rolling three-year periods.
Investor profile
This fund may suit investors with a 6+ years' time horizon seeking solid long-term capital growth and who are comfortable with possible short-term volatility.