Fiducian Capital Stable Fund

At a glance

Fund size
$531 million (February 2025)
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
Fund profile Icon

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.

Fund objective Icon

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.

Investor profile Icon

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.