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EQT Funds lead the pack in tough markets

20/07/2009

Despite dismal conditions in global financial markets, recently released Morningstar figures confirm that EQT Funds continue to out-perform their peers across major asset classes.

The Morningstar figures, released on 16 July 2009, show that EQT Funds top the rankings in the Australian Fixed Interest and Diversified Credit categories in the 12 months to 30 June 2009 and that several other EQT Funds dominate the rankings over other timeframes.

Outstanding performances include:

Fund Name  Category  Ranking  Timeframe 
EQT Charitable Balanced Fund Multisector Growth

#1

1 & 6 months, 5 & 7 years
EQT PIMCO Wholesale Australian Bond Fund Australian Fixed Interest

#1

1 year
EQT PIMCO Wholesale Global Credit Fund Diversified Credit

#1

1, 2, 3, 5 & 7 years
EQT PIMCO Wholesale Diversified Fixed Interest Fund Global/Australian Fixed Interest

#1

3 & 6 months
SGH20 Australian Equities

#1

2 & 3 years
EQT SGH Wholesale Property Income Fund Listed Property

#1

3 & 6 months
EQT SGH Wholesale Small Companies Fund Australian Small Companies

#1

6 months
All results are based on data released by Morningstar on 16 July 2009 (Source: © Morningstar).

Equity Trustees’ Head of Funds Management, Mr Harvey Kalman, commented that the company’s retail and wholesale funds management model is built around partnerships with leading investment managers.

“Since 2000 our funds management model has grown to around $2b in funds under management. This has been achieved in combination with our very successful responsible entity (RE) business, where we represent in excess of 35 managers, offering over 130 funds.”

“Equity Trustees’ reputation in the RE marketplace has enabled us to build relationships in the retail and wholesale markets with managers of the quality of PIMCO, SG Hiscock & Co, LaSalle Investment Management, Intrinsic Value Investments and Marvin & Palmer Associates. We have also incubated funds internally including the EQT Charitable Balanced Fund and the EQT Flagship Fund.” 

“Our principle is simple – let the managers focus on what they do best – managing money, while Equity Trustees assists them in all other aspects of getting their funds to market – including sales and marketing to retail and wholesale investors.”

 

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