Australian equity funds invest in companies listed on the ASX, seeking to provide exposure to businesses with attributes such as strong financial positions, earnings growth potential, experienced management teams and attractive valuations.
Active manager aim to outperform market benchmarks through research-driven stock selection and disciplined portfolio construction.
At Fidante, we partner with specialist investment managers who combine deep local market insight with rigorous investment processes with the aim of delivering long-term outperformance of the benchmark for investors.
Meet Our Australian Equity Managers
Each manager brings a unique approach to investing in Australian equities, giving you the flexibility to select strategies that align with your goals.
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.
Eiger Capital is an active, boutique Australian equities investment manager specialising in small companies. The team employs a high conviction, style-neutral approach to investing.
Greencape Capital is a specialist Australian equities fund manager. The investment team applies an active, bottom-up stock picking approach and is focused on, and committed to, delivering superior performance, directly aligning its interests with those of its investors.
Lennox Capital Partners is an active, boutique Australian equities investment manager specialising in small companies. The team seeks to invest in high-quality, growing businesses with sustainable earnings.
WaveStone Capital is a specialist, boutique Australian equities fund manager. The team aims to provide capital growth over the long-term and tax-effective income by investing in quality companies with a sustainable competitive advantage.
What Are Australian Equities?
Australian equities represent ownership in companies listed on the Australian Securities Exchange (ASX). Investing in domestic shares offers exposure to Australia’s economy and important sectors such as resources, financials, and healthcare. Equities can deliver capital growth and dividends over time, though they carry higher volatility compared to fixed income.
Why Invest In Australian Equities?
Australian equities offer access to a stable, well regulated market with strong long-term return potential, regular dividend income, and unique tax advantages like franking credits - all supported by Australia’s resilient economy and diverse corporate landscape.
Why choose Fidante for Australian Equities?
- Specialist managers with proven long term performance
- Deep on the ground insights into the Australian equity market
- Diversity of investment style across large, mid, and small caps
- Strong alignment through boutique ownership structures
- Strength, governance and distribution expertise of the Fidante platform
Seeking exposure to Australian Equities?
FAQs on Australian Equities
Australian equities are shares of companies listed on the Australian Securities Exchange (ASX). When you buy a stock, you own a small part of that company. Investors earn money if the share price rises over time and through dividends (company profit payouts). Keep in mind that share prices can go both up and down day to day.
When you invest in Australian shares, you’re buying ownership in a business. If the company grows and becomes more valuable, its stock price typically rises and your investment grows. Many companies also pay dividends to shareholders, which means you can receive regular income in addition to any price gains.
The main risk is that stock prices can be volatile – meaning they might rise or fall quickly in the short term. You could lose money if a company’s value drops due to company-specific factors or if the market as a whole goes down. Unlike a bank deposit, the value of stocks isn’t guaranteed, so it’s important to be prepared for some ups and downs when investing in equities.
You can invest by buying shares directly on the ASX through a broker or online trading account, selecting specific companies to own, or you can use a managed fund or an exchange-traded fund (ETF) that holds a basket of Australian stocks, giving you a ready-made mix of companies within a single investment.
Dividends are payments companies make to shareholders from their profits – basically sharing some of their earnings with you.
Franking credits (also called imputation credits) are a tax credit attached to dividends from Australian companies, reflecting tax the company has already paid on those profits. Investors can use franking credits to reduce their own tax on dividend income (often avoiding double taxation), and if your tax rate is low, you may potentially receive a tax refund from these credits.
Read more on how franking credits can support investor's income needs
Active management means a professional fund manager is actively selecting stocks and managing a portfolio rather than just tracking the market index. The manager uses research and expertise to decide which Australian companies to buy or sell, aiming to beat the overall market’s return. This approach has the potential to deliver higher returns if the manager is skilled, but outperformance isn’t guaranteed and usually comes with higher fees than a passive index fund (which simply mirrors the market).