Fiducian Fixed Interest Fund
At a glance
Fund size
$579 million (April 2026)
Portfolio manager
Conrad Burge
Inception date
October 2003
Fund ranking / index
View Fiducian Funds performance & ratings data
Recommended holding period
At least 3 years
Benchmark
Fiducian Fixed Interest Composite
Management cost
0.20%
Total management costs
0.22%
Application/exit fee
Nil
APIR Code
FDN5053AU
ARSN
106 681 707
Fund profile
The Fiducian Fixed Interest Fund (Fund) invests in a diversified portfolio of fixed interest assets. The Fund provides exposures to Australian Bonds, International Bonds and Inflation Linked Bonds.
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 around five different managers make up that Fiducian Fixed Interest Fund.
Fund objective
The Fund aims to exceed the benchmark (before fees) over rolling three-year periods. The relevant benchmark is a composite index made up of the Bloomberg AusBond Composite Index, the Bloomberg Global Aggregate Index (hedged to Australia dollars) and the Bloomberg AusBond Inflation Government Bond Index.
Investor profile
The Fund is likely to be suitable for short-term investors or investors who may wish to access this Fund for regular income payments. The Fund provides a secure return with a lower risk of capital loss relative to other investment categories. The return may be above cash when interest rates are falling, and below cash when interest rates are rising. The recommended holding period is at least 3 years.