fund managers
Australian Equity
Manager | Investment style |
Alphinity | Quality Core |
BlackRock | Diversified Australian Equities |
DNR Capital | Small Caps High Conviction Fundamental ESG |
ECP | Small Caps High Conviction |
First Sentier Investors | Small Caps Quality Growth |
Pendal | Fundamental Quality |
Ubique | Fundamental |
International Equity
Manager | Investment style |
Challenger | Index Plus |
Hermes Investment Management | Diversified International Equites ESG |
Impax Asset Management | Environmental Technology Diversified International Equites ESG |
LSV Asset Management | Diversified Value |
Macquarie Investment Management | Emerging Markets |
MFS Investment Management | Concentrated Quality |
WCM Investment Management | Concentrated Growth |
Wellington Management | Emerging Markets |
Property
Manager | Investment style |
Active Super Direct | Australian Diversified Property |
Investa Property Group | Australian Office Property |
The GPT Group | Australian Shopping Centres |
Resolution Capital | Global Listed Property |
Bonds
Manager | Investment style |
Macquarie Investment Management | Australian Fixed Income |
BrandyWine | International Fixed Income |
PIMCO | International Fixed Income ESG |
IFM | Australian Fixed Income |
Short Term Fixed Interest
Manager | Investment style |
Ardea Investment Mangement | Global Fixed Interest Arbitrage |
CQS Asset Management | Global Short Term Corporate Credit |
Kapstream Capital | Australian Short Term Credit |
Macquarie Investment Management | Australian Short Term Credit |
QIC Credit | Australian High Quality Credit |
TCW Investment management | US Property and Consumer Credit |
Managed Cash
Manager | Investment style |
Mutual | Australian Short Term Deposits |
QIC | Australian Money Market |
Currency
Mesirow Financial Currency Management has been appointed to help manage the currency hedging. The currency exposure for International Equities is benchmarked at 40% hedged. Private Equity, Private Credit, Infrastructure and Growth Alternative are benchmarked at 80% hedged. All other overseas investments are fully hedged.
Private Equity
Private Equity refers to equity investments that are not listed on the share markets. With an equity investment, your income comes from dividends rather than fixed interest payments.
The returns from successful private equity investments can be high if the timing is right and the best quality managers are used. These private investments can be difficult to sell, and often they have to be held until the assets are liquidated.