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Fiducian Capital Stable Fund

At a glance

Fund size

$547 million (April 2026)

Portfolio manager

Conrad Burge

Inception date

March 1997

Fund ranking / index

View Fiducian Funds performance & ratings data

Recommended holding period

At least 4 years

Benchmark

FE fundinfo Mixed Asset Index – Moderate

Management cost

0.76%

Total management costs

0.81%

Application/exit fee

Nil

APIR Code

FPS0002AU

ARSN

093 542 879

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Fund profile

The Fiducian Capital Stable Fund (Fund) is mainly invested in fixed interest and cash, but also has some exposure to shares and property for longer-term performance.

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 Capital Stable Fund.

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Fund objective

The Fund aims to exceed fund manager performance (after fees) as defined by relevant surveys conducted by FE fundinfo over rolling three-year periods.

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Investor profile

The Fiducian Capital Stable Fund may suit relatively conservative investors seeking high levels of income but who are also prepared to take some risk to achieve modest capital growth.