The Fund invests via a select number of actively-managed global equity managed funds that incorporate responsible investment criteria into their processes.

The Fund is designed for long-term investors seeking exposure to a diversified investment in international share markets and strong capital growth over the long-term.

Equity Trustees source and actively select investment managers utilising a robust internal research process.

The investment approach is typically style unaware as it seeks to add value by selecting investment managers based on conviction that their investment methodology can generate consistent returns over all market cycles. In selecting the underlying managed funds, Equity Trustees aims to ensure that the Fund’s exposure to different countries, investment styles and investment managers is appropriately diversified to reduce volatility.

The Fund is managed in line with Equity Trustees’ responsible investment policy. This means the underlying investment managers are selected based on the additional criteria of their responsible investment practices and application through their investment decision making process.

Sustainable equity funds are viewed favourably in the manager selection process. Higher scores and priority are assigned to managers with a demonstrated and consistent process in selecting sustainable companies that have positive contribution to one or more of the United Nations’ Sustainable Development Goals (SDGs).

Features and benefits of investing in the fund

• Multi-manager approach offering greater diversification opportunities given broader global investment set. 
• The Fund is certified by the Responsible Investment Association Australasia (RIAA). 
• Exposure to international equities with the potential for long-term capital growth.
• Suitable for ethical investors given the additional selection criteria of investment managers with responsible investment practices. .
• Managers that have a demonstrated process in selecting sustainable companies that have a net positive contribution to one or more of the United Nations’ Sustainable Development Goals (SDGs) are viewed favourably in the manager selection process
• A style unaware portfolio that seeks to add value and generate consistent returns over all market cycles.
• A dedicated management investment committee that will oversee the Fund’s investment strategy.

Fund Objective

The Fund aims to outperform the Benchmark over rolling five-year periods, after taking into account fees and expenses.