Fiducian Ultra Growth Fund

At a glance

Fund size
$324 million (February 2025)
Portfolio manager
Conrad Burge
Inception date
November 2008
Fund ranking / index
View Fiducian Funds performance & ratings data
Recommended holding period
At least 8 years
Benchmark
FE fundinfo AMI Mixed Asset Aggressive Index
Management cost
1.45%
Total management costs
1.53%
Application/exit fee
Nil
APIR Code
FPS0014AU
ARSN
133 391 634
Fund profile Icon

Fund profile

The Fiducian High Growth Fund (Fund) aims to have over 95% exposure to growth assets. These include international and Australian small cap shares, emerging markets shares, international technology shares, Australian and global listed property, and a small proportion of liquid assets. There is only minimal exposure to large cap shares.

The Fund is managed using Fiducian's unique Manage the Manager system, which aims to deliver superior returns with reduced risk. Underlying investment funds from a blend of 19 different managers make up the Fiducian High Growth Fund.

Fund objective Icon

Fund objective

The Fund's objective is to exceed average fund manager performance (after fees) as determined by relevant surveys conducted by FE fundinfo over rolling five-year periods. It aims to generate high long-term returns, but could experience significant volatility and potential capital losses when markets fall.

Investor profile Icon

Investor profile

This fund may suit patient investors seeking high long-term returns from a diversified growth portfolio that includes more specialised sectors such as technology and emerging markets. As such, investors should expect possible short-term volatility at times and potential capital losses.