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About Fidante

Pursuing excellence in investment management

At Fidante, we provide investors with access to best-in-class investment managers. We are one of Australia’s largest active investors, offering compelling strategies across equities, fixed income, and alternative assets, via partnerships with leading investment teams. We are a global investment management business with approximately A$90.9bn (US$62.0bn)* under management and form part of the Challenger Limited Group, an ASX-listed investment management firm.

Fidante offers investors access to a curated range of active strategies that span traditional and alternative asset classes – both liquid and illiquid. Investments can be tailored to the specific needs and objectives of institutional, wholesale and family office investors to optimise opportunities.

Investing across the globe (including Australia, Europe, Asia and North America), 87 per cent** of our investment managers have beaten their respective benchmarks since inception, and total AUM has increased four-fold in the past decade.


Track record of developing specialist investment managers

Our investment managers are selected for their robust investment processes, and also their expertise, passion and ability to deliver the best possible outcomes for investors. Our partnerships often involve managers’ taking an equity stake in the business, better aligning interests of the manager and their clients.

For these highly skilled managers, Fidante’s strategic, operational and distribution expertise gives them access to a large global investor base while enabling them to focus on what they do best – managing money. By matching their talent with our know-how, scalability and support, it’s a partnership designed for success – for us, for them and for you.

Fidante is proud to have been named Distributor of the Year at the annual Zenith Fund Awards for four consecutive years (2020, 2021, 2022 and 2023). The quality of Fidante’s affiliates and their ratings across the product suite, including our excellent adviser support and transparency of key information, were highlighted as the key drivers in receiving the Distributor of the Year award.

 


 

*As at 31 December 2023 
**As at 31 December 2023. Percentage of Fidante investment managers that are reported to the ASX that meet or exceed the performance benchmark, with performance weighted by FUM
 

Meet the Leadership Team