Fiducian Property Securities Fund

At a glance

Fund size
$282 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 6 years
Benchmark
S&P/ASX 200 A-REIT Accumulation Index
Management cost
0.96%
Total management costs
1.00%
Application/exit fee
Nil
APIR Code
FPS0007AU
ARSN
093 544 079
Fund profile Icon

Fund profile

The Fiducian Property Securities Fund (Fund) invests with three specialist property fund managers in property trusts and other property securities that are mainly listed on the Australian Stock Exchange. It has exposure to multiple property sectors including offices, shopping centres and warehouse/industrial, as well as more niche sectors such as self-storage facilities and data centres.

The Fund 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 Fund aims to exceed the ASX 200 Property Accumulation Index (after fees) over rolling three-year periods.

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Investor profile

The Fund may suit investors looking for attractive levels of income and the potential for small capital growth.