Fiducian Geared Australian Shares Fund

At a glance

Portfolio manager
Conrad Burge
Inception date
October 2003
Fund ranking / index
View Fiducian Funds performance & ratings data
Recommended holding period
At least 9 years
Benchmark
S&P/ASX 200 Accumulation Index
Management cost
1.12%
Total management costs
1.35%
Application/exit fee
Nil
APIR Code
FPS0011AU
ARSN
105 996 192
Fund profile Icon

Fund profile

The Fiducian Geared Australian Shares Fund (Fund) has a modest level of gearing built into its structure to leverage exposure to the Australian share market.

The Fund is managed using Fiducian's unique Manage the Manager system, which aims to deliver superior returns with reduced risk. The Fund's investments are spread across two specialist external managers and the Fiducian Australian Shares Fund, which itself contains several underlying specialist fund managers.

Fund objective Icon

Fund objective

The Fund's objective is to magnify returns by borrowing to invest in securities listed on the Australian Stock Exchange (ASX). It aims to exceed the ASX 200 Accumulation Index (after fees) over rolling five-year periods.

Investor profile Icon

Investor profile

The Fiducian Geared Australian Shares Fund may suit investors seeking high returns over the longer term and the tax benefits of franked earnings of Australian shares. As a geared equities investment, the Fund can fluctuate very sharply and significantly over short intervals.