Managed funds provide investors with access to professionally managed portfolios across a wide range of asset classes, strategies and investment styles.
By pooling capital from multiple investors, managed funds enable access to specialist investment managers, diversified portfolios and disciplined investment processes that may be difficult to achieve through direct investing alone.
At Fidante, our managed funds are run by carefully selected specialist managers, each with deep expertise in their chosen asset class and a clear, repeatable investment philosophy. Through our multi-affiliate model, we provide governance, distribution and operational scale, enabling managers to focus on achieving long-term outcomes for investors.
Meet our Managers
Our managed funds span a diverse range of asset classes and investment approaches, delivered by specialist investment teams with proven expertise.
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.
Apollo Global Management, Inc. (together with Apollo Management Singapore, its subsidiary) is a high-growth alternative asset manager. Their asset management business provides companies with innovative capital solutions and support to fund their growth and build stronger businesses.
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.
Bentham Asset Management is a specialist global credit investment manager. Their investment philosophy is based on a strong credit culture and a systematic investment process. Their focus is on the preservation of principal and protection against downside risk.
Challenger Investment Management is an alternative credit manager with a strong pedigree in the less liquid parts of the global credit market.
Challenger Solutions is a systematic manager that captures alpha arising from behavioural and market anomalies.
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.
Fulcrum Asset Management is an alternatives asset manager specialising in global macro strategies. Guided by innovative research, a disciplined investment process and effective risk management, Fulcrum aims to be their clients’ most trusted long-term partner.
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.
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.
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.
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.
System Capital is an absolute return global equities manager. The team’s philosophy and process focuses on understanding a business's strength within its business ecosystem.
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 is a Managed Fund?
A managed fund is an investment vehicle where money from multiple investors is pooled together and invested by a professional fund manager according to a defined investment strategy.
The manager is responsible for selecting investments, managing risk and adjusting the portfolio over time in line with the fund’s objectives. Investors own units in the fund and participate in its returns, which are reflected in the fund’s unit price and any income distributions.
Managed funds are offered across asset classes including equities, fixed income and alternatives, with each fund focused on a specific strategy, investment universe and objective.
Why Invest through Managed Funds
Managed funds provide a simple and efficient way to access specialist investment expertise through structured, professionally managed portfolios. For many investors, managed funds provide exposure to specialist strategies, deep research capability and disciplined portfolio construction without the need to actively manage individual investments. Active managers use their expertise to identify opportunities, manage risk and navigate changing market conditions. The aim is to deliver outcomes aligned to the fund’s objectives over time.
Why Choose Fidante for Managed Funds?
- Access to specialist active managers across asset classes
- Broad range of managed fund strategies spanning growth, income and defensive objectives
- Strong alignment through boutique ownership structures
- Robust governance, risk oversight and operational support
- Scale, distribution and experience of the Fidante platform
Want to Hear More About our Managed Funds?
FAQs on Managed Funds
A managed fund is an investment where your money is pooled with other investors and managed by a professional fund manager. The manager makes investment decisions in line with the fund’s stated objectives.
When you invest in a managed fund, you buy units in the fund. The value of your investment rises or falls based on the performance of the underlying assets and any income the fund earns. The manager actively manages the portfolio over time.
Managed funds may invest across a wide range of asset classes, including Australian and global equities, fixed income, alternatives and private markets, depending on the fund’s strategy.
Many managed funds are actively managed, meaning the manager selects investments based on research and market insight rather than tracking an index. The aim is to outperform benchmarks or manage risk more effectively over time.
The value of managed funds can go up and down depending on market conditions and investment performance. Risks vary by asset class and strategy, and returns are not guaranteed. It is important to consider your investment objectives and risk tolerance.
Investors can access managed funds through platforms, advisers or directly with the fund issuer, depending on the product structure and investor eligibility.