Fidelity Capital Sustainable Energy Fund
Managed by Fidelity Capital Partners
Overview
The Fidelity Capital Sustainable Energy Fund is a closed-ended, vintage-structured infrastructure fund managed by Fidelity Capital Partners in Auckland. It focuses on investment-grade lending to regulated Lines Companies for clean energy infrastructure projects. The fund is available to wholesale and eligible investors only, and appears on the NZTE Acceptable Managed Funds list under the growth category.
Fund Overview
Investment-grade lending to regulated Lines Companies for clean energy infrastructure
Asset Class
Infrastructure
Structure
Fund
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Quick Info
This information is for wholesale investors only and does not constitute financial advice. All investments carry risk. Please seek professional advice before making investment decisions.
Frequently Asked Questions
What is Fidelity Capital Sustainable Energy Fund?
Investment-grade lending to regulated Lines Companies for clean energy infrastructure
Who manages Fidelity Capital Sustainable Energy Fund?
Fidelity Capital Sustainable Energy Fund is managed by Fidelity Capital Partners (NZBN 9429048397889) based in Auckland. Manager registration on the Financial Service Providers Register is a legal requirement under the Financial Service Providers (Registration and Dispute Resolution) Act 2008 and does not itself constitute an endorsement.
What asset class is Fidelity Capital Sustainable Energy Fund?
Fidelity Capital Sustainable Energy Fund is classified as Infrastructure on Wholesale Investor NZ. Asset-class classification reflects the fund's stated investment focus per its Information Memorandum and is provided for navigation purposes only — review the IM for the full strategy and risk profile.
Is Fidelity Capital Sustainable Energy Fund evergreen or a closed-end fund?
Fidelity Capital Sustainable Energy Fund is a closed-end fund — it raises capital during a defined vintage window and runs to fund maturity. Capital is typically returned via distributions during operation and a final wind-up at fund maturity. Check whether a current vintage is open before applying.
What is the minimum investment in Fidelity Capital Sustainable Energy Fund?
Minimum investments across Fidelity Capital Sustainable Energy Fund's currently listed offers range from NZ$100K. Minimums are set per offer and may change for new vintages — confirm the current minimum in the relevant Information Memorandum before subscribing.
Is Fidelity Capital Sustainable Energy Fund wholesale-only?
Yes — Fidelity Capital Sustainable Energy Fund is offered on a wholesale-only basis under Schedule 1 of the Financial Markets Conduct Act 2013. Subscription requires self-certification under one of the seven Schedule 1 pathways (typically the NZ$5M net-assets "large person" pathway or an accountant- or lawyer-signed eligible-investor certificate per Clauses 38-40). Wholesale-only funds do not publish a retail Product Disclosure Statement and do not appear on the Disclose Register.
Is Fidelity Capital Sustainable Energy Fund eligible for the Active Investor Plus (AIP) visa?
Fidelity Capital Sustainable Energy Fund is flagged as AIP-eligible on Wholesale Investor NZ, indicating it appears (or has appeared) on NZTE's Acceptable Managed Funds list for AIP visa applicants. The visa requires NZ$5M (Growth Category, 36-month hold) or NZ$10M (Balanced Category, 60-month hold) in acceptable investments held continuously for the full period. Eligibility determination sits with NZTE + Immigration NZ — verify against the live NZTE list before relying on this classification, and see our AIP eligibility guide for the full statutory framework.
When was Fidelity Capital Sustainable Energy Fund launched?
Fidelity Capital Sustainable Energy Fund was launched in 2020. Operational tenure is one input to evaluating manager track record but does not itself indicate likely future performance — past performance is not a reliable indicator of future returns per FMA fair-dealing guidance. Request audited financial statements covering the full operating period before subscribing.
Where can I read the IM or PDS for Fidelity Capital Sustainable Energy Fund?
Fidelity Capital Sustainable Energy Fund is a wholesale-only fund and the manager does not publish a retail-accessible Information Memorandum on Wholesale Investor NZ. Wholesale-only funds typically share the IM directly with prospective investors after a Schedule 1 self-certification under the Financial Markets Conduct Act 2013. Contact the manager to request the IM and the certification process.