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EQT Tax Aware Diversified Fund

The Fund is a diversified, style unaware portfolio invested in a mix of asset classes mainly via managed funds, including other Equity Trustee funds.

The Fund has exposure to assets including Australian and International shares, property, fixed interest and cash.

Features and benefits of investing in the fund

The potential for income and capital growth over the medium to long term
Active management both at an asset allocation level but also within asset classes by high quality and experienced investment professionals.
Strong and consistent returns with low volatility.
Strong credit performance with no arrears or losses recorded since inception.
Potential return outperformance relative to risk, peers and benchmark.
Optimising after tax returns through a Tax Aware strategy.
Potential for lower volatility of returns due to appropriate diversifications and exposure across different asset classes, geographies, investment managers and styles

Fund Objective The Fund is intended to provide moderate income returns and capital growth over the medium to longer term.
Benchmark Weighted index of Australian and international shares, property, fixed interest and cash indices. 
No of Funds Six underlying funds
Fund Inception 1 July 1995
Pricing & Liquidity Daily
Distribution Quarterly 
Management Fee 1.24%
Minimum Investment $10,000
FUM $763M

Australian Shares 85%  EQT Tax Aware Australian Equity Fund



An actively-managed diversified portfolio of companies listed on the Australian Securities Exchange (ASX), with a bias towards large capitalisation stocks.

     SGH ICE Class B  A portfolio of 30-50 predominantly ASX-listed securities, focusing on medium to small sized companies.
International Shares 10%

EQT Responsible Investment Global Shares Fund 

 Invests in a diverse range of international equity managed funds that apply a responsible investing lens to their process.
    EQT Eight Bays Global Fund  An actively-managed portfolio of industry or sector-based Exchange Traded Funds (ETFs) listed on international stock exchanges.
Fixed Interest & Credit 5%  

EQT Diversified Fixed Interest Fund


An actively-managed portfolio of government bonds, supranational bonds, investment grade corporate bonds, mortgage backed securities and other fixed income securities.

    EQT Mortgage Income Fund  A conservative managed fund of loans to selected borrowers, secured by registered First Ranking mortgages.
     Spectrum Income Fund An actively managed credit fund that invests in a range of dept and hybrid securities with the objective of maximising income whilst preserving capital.

  • Darren Thompson

    Darren Thompson
    Chief Investment Officer

    B. Ecco, DipFinServ, GradDipFinPlan

    Darren has 30 years of experience as an investment director and portfolio manager. He co-founded boutique investment firm Northward Capital in 2007, where he was CEO and CIO, growing the business to a peak of about $3 billion in funds under management. Before that, Darren held roles at Insurance Australian Group (IAG) as Co-Head of Equities, and positions as Deutsche Bank and Burdett Buckeridge Young (BBY).

    Joined Equity Trustees: October 2018