Equities Trustees’ EQT Australian Equities Flagship Fund has ranked in the top quartile of returns over five years, in the Mercer Wholesale Equity Core Survey.
The Mercer Wholesale Equity Core Survey comprises 79 Australian managed funds. Performance data is net of fees and as at 28 February 2023.
Chris Haynes, Head of Equities at Equity Trustees said, “We’re pleased our fund’s robust investment performance has stood the test of time, particularly during the past year’s market uncertainty and volatility.
“Typically a fund like this has a minimum three to five year investment horizon.
“What’s also important to note is the consistency of performance over different time periods. Our flagship equities fund ranked close to the top quartile of returns over one and three years as well,” Mr Haynes said.
The EQT Australian Equities Flagship Fund is designed for our clients seeking strong medium-to-long term capital growth potential, plus an income stream payable from the dividends of the underlying shares. The Fund has a distinct focus on after-tax returns.
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Equity Trustees is the brand name of EQT Holdings Limited (ABN 22 607 797 615) and its subsidiary companies, publicly listed company on the Australian Securities Exchange (ASX: EQT) with offices in Melbourne, Bendigo, Sydney, Brisbane, Perth, London and Dublin.
Equity Trustees was established in 1888 for the purpose of providing independent and impartial Trustee and Executor services to help families throughout Australia protect their wealth. As Australia’s leading specialist trustee company, we offer a diverse range of services to individuals, families and corporate clients including asset management, estate planning, philanthropic services and Responsible Entity (RE) services for external Fund Managers.