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Resources & Policies

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Our funds to New Zealand investors is a regulated offer made under Australian and New Zealand law. In Australia, this is Chapter 8 of the Corporations Act and regulations made under that Act. In New Zealand, this is subpart 6 of Part 9 of the Financial Markets Conduct Act 2013 and Part 9 of the Financial Markets Conduct Regulations 2014.

Before making a decision about whether to make an investment or additional investment in the Fund, please read the Fund’s Target Market Determination (TMD), Product Disclosure Statement (PDS) / Information Memorandum (IM), Additional Information Booklet (AIB) and Product Updates to ensure the key attributes of the Fund as described in the TMD and PDS aligns with your objectives, financial situation and needs.

View our funds daily unit prices & distributions. Display on screen or download csv.


Design and Distribution Obligations (DDO) is intended to help consumers obtain appropriate financial products by requiring issuers and advisers to have a consumer-centric approach to designing and distributing products. Three ways the obligations help consumers.

  1. Product issuers such as Fidante Partners, need to design financial products that are consistent with the likely objectives, financial situation and needs of the customers for whom they are intended.
  2. Product issuers and distributors, need to take ‘reasonable steps’ to ensure the financial products reach customers in the target market; and
  3. Product issuers need to monitor customer outcomes and review their financial products to ensure that customers are receiving financial products that are likely to be consistent with their likely objectives, financial situation, and needs.

Elder financial abuse can be defined as someone you know using your funds or assets to your detriment. Elder financial abuse can happen to anyone at any time. Fidante is here to help you be prepared to recognise the signs and equip yourself with the knowledge to minimise the risk of it happening to you.

As part of our commitment to providing quality services to our clients, we endeavour to resolve all complaints quickly, fairly, objectively and free of charge.

The management of risks is fundamental to the Fidante business. The Board of Fidante Partners Limited (FPL) and Fidante Partners Services Limited (FPSL) recognises the broad range of risks that apply to FPL and FPSL each as a responsible entity including, but not limited to, operational risk, investment and market risk, liquidity risk, reputational risk and licence and regulatory risk. The Board is ultimately responsible for Fidante’s risk management framework and oversees its operation by Management.

The Significant Investor Visa (SIV or subclass 188 visa) is an initiative by the Australian Government. It is designed to attract overseas investment into the Australian economy whilst providing an opportunity for people to migrate to Australia.

At Challenger Group, we believe in doing the right thing, and integrity, honesty and compliance are at the heart of how we operate at Challenger. We actively encourage our employees (including contractors), former employees, suppliers, service providers and relatives to speak up and report any concerns of wrongdoing. We do this by providing a trusted avenue to make a disclosure and providing support throughout the process to help those who raise concerns. 

The Adviser Group Terms outlines the conditions between the Product Issuer and Adviser Group.