Fidante Adviser Markets Survey
October 2025
Fidante Adviser Markets Survey
October 2025
What sectors are advisers bullish or bearish on? Where do they intend to allocate funds? What are their concerns for the next 6 months? These were some of the burning questions we posed to our adviser community.
As one of Australia’s largest active investors, Fidante has had a deep and long-standing relationship with Australia’s financial advice community. In October 2025, amidst heightened global uncertainty and stretched equity valuations, we surveyed more than 200 financial advisers for our third edition of the Fidante Adviser Markets Survey.
The research revealed a bullish sentiment, particularly in small caps and emerging markets, as well as a growing appetite for alternative assets.
Download the report to learn more about our findings:
What sectors are advisers bullish or bearish on? Where do they intend to allocate funds? What are their concerns for the next 6 months? These were some of the burning questions we posed to our adviser community.
As one of Australia’s largest active investors, Fidante has had a deep and long-standing relationship with Australia’s financial advice community. In April 2025, during heightened volatility following President Trump’s tariff announcements, we surveyed 174 financial advisers on the current opportunities and challenges for investment markets and where they were planning to allocate client funds in the coming six months.
Download the report to learn more about our findings:
“Large cap equities remain the ‘engine room’ for portfolio returns, but our survey revealed a clear focus among advisers on increasing satellite allocations in both Australian and global small caps.”
Highlights from the Report
About Fidante
Investment Excellence. Unlocked.
We don’t just back talent — we unlock it. Through our multi-affiliate model, we bring together high-performing specialists from Australia and around the world, each with a proven ability to deliver results in their area of expertise.
For investors, that means access to carefully curated investment opportunities — across equity, fixed income and alternative assets, delivered with the resources, experience and award-winning distribution network that only Fidante can provide.
Equities
Fixed Income
Alternatives
Equities
Equities
Equities
About Fidante
Investment Excellence. Unlocked.
We don’t just back talent — we unlock it. Through our multi-affiliate model, we bring together high-performing specialists from Australia and around the world, each with a proven ability to deliver results in their area of expertise.
For investors, that means access to carefully curated investment opportunities — across equity, fixed income and alternative assets, delivered with the resources, experience and award-winning distribution network that only Fidante can provide.
Equities
Fixed Income
Alternatives
Find Out More
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contact Fidante or your local Fidante BDM.
Fidante
1300 721 637 (Within Australia)
+612 8023 5428 (Outside of Australia)
info@fidante.com.au
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*As at 30 June 2025.
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Participants of the annual Fidante Adviser Markets Survey promotion can view the terms and conditions of entry here. A list of the winners of the 2025 Fidante Adviser Markets Survey is available here.
Disclaimer
This material has been prepared by Fidante Partners Limited ABN 94 002 835 592 AFSL 234668 (Fidante). The results of the survey are based on responses provided by 201 financial advisers or authorised representatives of a licenced financial adviser, who completed an online survey between 23 September and 6 October 2025. These views are their own and do not represent the views of Fidante or any company within the Challenger Group. The information in this material is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed may change as subsequent conditions vary. Neither of Fidante nor any of its respective related bodies corporate, associates and employees, shall have any liability whatsoever (in negligence or otherwise) for any loss howsoever arising from any use of the material or otherwise in connection with the material. It is intended to provide general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. Any projections are based on assumptions which we believe are reasonable but are subject to change and should not be relied upon. Past performance is not a reliable indicator of future performance. Fidante, its related bodies corporate, its directors and employees and associates of each receive remuneration in respect of the financial services provided by Fidante.