Fiducian India Fund
At a glance
Fund size
$126 million (April 2026)
Portfolio manager
Conrad Burge
Inception date
August 2007
Fund ranking / index
View Fiducian Funds performance & ratings data
Recommended holding period
At least 9 years
Benchmark
S&P BSE 100 Index (AUD)
Management cost
1.54%
Total management costs
1.72%
Application/exit fee
Nil
APIR Code
FPS0013AU
ARSN
125 089 456
Fund profile
The Fiducian India Fund (Fund) invests in a diverse range of companies listed on Indian stock exchanges across multiple industry sectors including financials, industrials, resources and consumer staples. The Fund is not hedged against currency fluctuations.
The Fund is managed using Fiducian's unique Manage the Manager system, which aims to deliver superior returns with reduced risk. It invests via four dedicated Indian fund managers, all of whom are based in India and have met Fiducian's stringent selection criteria. These local experts in turn employ large teams of research analysts with in-depth knowledge across India's different regions, industry sectors and regulatory environments.
Fund objective
The Fund aims to outperform the Bombay Stock Exchange (BSE) 100 Index (in AUD) after fees over rolling five-year periods.
Investor profile
The Fiducian India Fund presents a rare opportunity that may appeal to specialist investors seeking access to one of the world's fastest growing economies and its potential for high capital growth. However, significant volatility and capital losses are possible from the risk of periodic illiquidity, regulatory or political change, or currency fluctuations.