Global equity funds invest in companies listed on major international exchanges, providing exposure to diverse economies, sectors, and growth opportunities that differ from those available locally.
Active managers seek to outperform global benchmarks through the use of unique investment insight to select companies, alongside disciplined risk management and portfolio construction.
At Fidante, we partner with specialist investment managers who combine deep global market insight with rigorous investment processes, with the aim of delivering long-term outperformance for investors.
Meet Our Global Equity Managers
Each manager brings a unique approach to investing in global equities, giving you the flexibility to choose 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
System Capital is an absolute return global equities fund manager. The team’s philosophy and process focuses on understanding a business's strength within its business ecosystem.
Impax Asset Management is a specialist asset manager investing in the opportunities arising from the transition to a more sustainable global economy. Founded in 1998, Impax is one of the world’s largest investment firms dedicated to sustainable investing.
Nomura Asset Management delivers investment strategies across traditional asset classes including equities and fixed income. The team’s equity investment philosophy is built on a firm commitment to bottom-up fundamental research, which is the principal source of added value.
What Are Global Equities?
Global equities are shares in companies listed on major international stock exchanges, giving investors diversified exposure to markets, sectors, and economic cycles outside of Australia. This asset class includes businesses across developed and emerging markets, offering access to global growth drivers, industry innovation, and opportunities not available domestically.
Why Invest In Global Equities?
Global equities allow investors to diversify beyond the Australian market and tap into the world’s most dynamic regions and sectors. This broader exposure can enhance return potential, reduce portfolio concentration risk, and capture opportunities driven by global economic cycles. Active global equity managers use in-depth research, international networks, and local on the ground insight to identify high quality businesses, manage risk across regions, and uncover mispriced opportunities that may not be available in more familiar markets. Over time, this can deliver more resilient, long term capital growth.
Why Choose Fidante For Global Equities?
- Specialist global equity managers with strong long-term track records
- Deep local insight across developed and emerging markets;
- Access to diverse strategies spanning regions, sectors, and styles
- Exposure to global megatrends and innovation-led growth
- Strength, governance and distribution expertise of the Fidante platform
Seeking Exposure To Global Equities?
FAQs On Global Equities
Global equities are shares of companies listed on stock exchanges around the world, giving you ownership in businesses outside of Australia. This can include companies from major developed markets (like the US, Europe, or Japan) as well as emerging markets (developing economies such as China or India). Investors can earn money if these global stocks increase in value over time, and many international companies also pay dividends (sharing profits with shareholders). As with any equity investment, prices can rise and fall on a day to day basis.
When you invest in global shares, you become a part-owner of businesses located overseas. If those companies grow and become more valuable, their stock prices usually rise and your investment gains value. Many global companies also pay dividends to their shareholders, providing you with income on top of any price gains.
Global equities can be volatile – their prices may rise or fall quickly over short periods, just like any stock investment. You should be prepared for short-term ups and downs and the possibility of losses if markets decline or specific companies run into trouble. Investing overseas also adds currency risk: if a foreign currency weakens against your home currency, it can reduce your returns (and if it strengthens, it can boost returns). Events in other countries (like economic or political changes) can also impact your investments, but diversifying your money across different countries helps manage risk.
You can invest in global equities either directly or indirectly through funds. Direct investing: Some online brokers allow you to buy shares of international companies (such as US or European stocks) much like you would buy local shares, though you’ll typically need to convert your money to the foreign currency and pay any related fees. Indirect investing: Many people opt for global equity managed funds or an exchange-traded fund (ETF), which holds a basket of international stocks. By purchasing a global equity fund or ETF, you can get broad exposure to many companies worldwide in one step, making it easy to diversify globally without having to pick individual stocks.
Currency exchange rates can indeed affect your returns from global investments. If the currency of the country where you’ve invested falls in value relative to your home currency, your investment’s value (when converted back to your currency) will decrease. Conversely, if that foreign currency strengthens against your currency, it boosts your returns. This currency risk adds an extra layer of fluctuation to global equity investing, so it’s a factor to be aware of – especially in the short term – but over the long run currency ups and downs tend to even out.
Active management in global equities means a professional fund manager handpicks stocks from around the world instead of simply tracking a market index. The manager uses in-depth research and their market expertise to choose which international companies to invest in, aiming to achieve better returns (or manage risks more effectively) than the global market overall. A skilled active manager might outperform a passive index fund, but success isn’t guaranteed, and actively managed funds usually charge higher fees than index-tracking options.