With Equity Trustees, your wealth is in good hands. Our expert Asset Management team draws on decades of experience, taking a prudent, disciplined and long-term approach to the management of our client portfolios to generate growth while managing risk.
Key to our approach is getting to know our clients and their goals. With that understanding, we can determine the strategy and asset allocation that best reflects your organisational values, aims to exceed your return expectations and operates within your risk boundaries.
We invest carefully to protect and grow your wealth
Our investment philosophy is to preserve and grow the real value of capital over the long term while providing clients, beneficiaries and co-trustees with the income they need. As a trustee company, we have a fiduciary responsibility to provide our clients with the highest duty of care.
Our Quality at a Reasonable Price (QUARP) style is directly applicable to our Australian Equity strategies but also indicative of our overall thinking. We favour high-quality companies with prudent management and strong balance sheets. Investing in quality, reasonably priced assets results in:
Long term capital growth
Growth and consistency of income streams
Mitigates downside volatility and associated sequencing risk
Thanks to disciplined portfolio construction that takes into consideration long-term market trends, our portfolios are characterised by low turnover and are structured to maximise cost-effectiveness and tax-efficiency