Active ETFs provide investors with access to professionally managed investment strategies through structures that are traded on public exchanges, similar to investing in shares.
By investing in an Active ETF, investors gain exposure to a defined investment strategy while benefiting from the transparency, accessibility and liquidity associated with exchange traded structures.
At Fidante, our Active ETFs are managed by specialist investment teams with deep expertise in their chosen asset class or strategy. Through our multi-affiliate model, we support these managers with governance, distribution and operational scale, enabling them to focus on disciplined, long-term investing.
Meet our Active ETF Fund Managers
Our Active ETFs are delivered by specialist managers with proven investment capability across a range of asset classes and strategies.
Alphinity Investment Management is a specialist, active manager of Australian and global equity funds. The team’s aim is to identify opportunities across market cycles and invest in quality, undervalued companies with underestimated forward earnings expectations.
Ardea Investment Management is a specialist ‘relative value’ fixed income investment manager. Ardea IM’s differentiated pure ‘relative value’ investing approach offers a compelling alternative to conventional fixed income investments because it is independent of the prevailing interest rate environment and how bond markets are performing.
Kapstream Capital is a specialist investment manager focused on absolute return fixed income strategies. Kapstream combines capital preservation techniques with unconstrained portfolio management skills in the pursuit of stable, absolute returns.
What is an Active ETF?
An Active ETF (active exchange traded fund) is a fund that trades on a securities exchange, such as the ASX, like a share, but is managed by an investment team that actively selects and adjusts the underlying portfolio according to a defined strategy.
Active ETFs hold a portfolio of assets chosen by the manager. They are designed to generally trade close to their underlying net asset value (NAV) because units can be created or redeemed in the primary market by authorised participants or market makers, which help keep the market price aligned with the value of the underlying holdings.
Active ETFs provide access to active investment strategies in a transparent, exchange traded structure, with the flexibility to buy and sell units on exchange during market hours.
Why Invest through Active ETFs?
Active ETFs offer a convenient way to access specialist investment strategies through a familiar and accessible exchange traded structure. For many investors, Active ETFs combine the benefits of professional portfolio management with the flexibility of on exchange trading. Investors can access active strategies without the need for direct portfolio management, while retaining the ability to buy or sell their investment through the exchange.
Why Choose Fidante for Active ETFs?
- Easy access to specialist active managers through exchange traded structures
- Strong governance, risk oversight and operational support
- Transparency and accessibility through exchange traded vehicles
- Scale, experience and distribution expertise of the Fidante platform
Want to Hear More About our Active ETFs?
FAQs on Active ETFs
An Active ETF (active exchange traded fund) is a fund that trades on a public exchange. Investors buy and sell units through the exchange, similar to shares, while a professional investment team actively manages the portfolio according to a defined strategy.
Active ETFs hold a portfolio of assets aligned to a defined investment strategy. Units are traded on an exchange (eg ASX), and the market price is designed to generally trade close to the fund’s net asset value (NAV) through the primary market creation and redemption process.
Yes. Active ETFs are actively managed, meaning the investment manager selects securities (eg shares or bonds) and manages the portfolio based on research and market insight, rather than tracking an index.
Active ETFs are traded on an exchange, while managed funds are typically bought and sold through platforms or directly with the issuer. Both structures provide access to professionally managed investment strategies, but differ in how investors transact and access liquidity.
Active ETF prices can fluctuate based on market conditions and the value of the underlying investments. While active ETFs are designed to generally trade close to their underlying net asset value (NAV), their market price can still move during the day and may differ slightly from NAV. Investment returns are not guaranteed.
Investors can access Active ETFs by purchasing units through a brokerage account on the relevant securities exchange, subject to investor eligibility and product availability.