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Follow the steps below to invest in our products.
 
Important information: Fidante Partners Limited (Fidante Partners) is the responsible entity of each Fund. As responsible entity, Fidante Partners issues units in the Fund and is legally responsible to the unitholders of the Fund for its operation. All correspondence pertaining to your investment will be issued by Fidante Partners and you should contact Fidante Partners with any queries regarding your investment.
 
Step 1.
Read the product disclosure statement and any other additional information relating to the product you intend to invest in. Please click on the relevant link below to access the fund documents.

Step 2.
Complete the relevant application form:

Step 3.
Send all completed forms to:
 
Fidante Partners
Reply Paid 86049
Sydney NSW 2001
(no stamp required)
 
For more information, call the Fidante Investor Services Team on 13 51 53 or speak to your Financial Planner.




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Income Fund

A portfolio of undervalued companies constructed without regard to index weights delivering monthly income with downside protection

Value Fund

A portfolio of undervalued companies constructed without regard to index weights

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