Fiducian Global Smaller Companies Strategy

At a glance

Fund size
$88 million (February 2025)
Portfolio manager
Conrad Burge
Inception date
June 2024
Fund ranking / index
View Fiducian Funds performance & ratings data
Recommended holding period
At least 9 years
Benchmark
MSCI World ex-Australia Small Cap Index (AUD)
Management cost
1.14%
Total management costs
1.18%
Application/exit fee
Nil
APIR Code
FDN0487AU
ARSN
093 543 849
Fund profile Icon

Fund profile

The Fiducian Global Smaller Companies Strategy (Strategy) is diversified across 2 specialist global fund managers investing in a broad range of industries in over 24 countries. Given their dominance in global markets, the USA and Europe are the largest regional exposures, although the Strategy also has a strong tilt towards Asian equities.

The Strategy is managed using Fiducian's unique Manage the Manager system, which aims to deliver superior returns with reduced risk.

Fund objective Icon

Fund objective

The Fiducian Global Smaller Companies Strategy aims to exceed its benchmark, the MSCI World ex-Australia Small Cap Index (AUD), over rolling three-year periods.

Investor profile Icon

Investor profile

This Fund, like most international share investments, can be highly volatile over the short term, but can deliver high returns over longer periods. It may therefore suit patient long-term investors with a high-risk tolerance.