Australian Shares
Australian equities investment
Equity Trustees is an active manager with a bias toward large capitalisation stocks.
Our ‘quality at a reasonable price’ (QARP) investment style identifies strong companies that are trading in the market at a discount to fair value. We define ‘quality’ as companies with strong balance sheets, strong cash flows, sustainable dividends, earnings growth potential, quality management, and that operate in industries with favourable structures.
Equity Trustees has an experienced investment team which undertakes fundamental company research to identify these opportunities aided by proven proprietary screening tools. We have a systematic multi-factor framework which is used to score and rank stocks across a number of key criteria. We also use independent consultants and employ an extensive company visitation programme in our research.
Responsible investing principles are integrated into the process. We believe that this can have a material impact on both the risk and returns of investments, while progressing positive environmental, social and economic outcomes.
We also consider the tax consequences of our investment decisions and aim to maximise after-tax returns where possible.
- The Fund is designed for investors seeking strong medium to long-term capital growth potential, coupled with an increasing income stream payable from the dividends of the underlying shares.
- An actively-managed diversified portfolio of 20-40 Australian listed companies.
- The Fund is run by a highly-experienced team which undertakes proprietary research to score and rank stocks across key criteria.
- Our ‘quality at a reasonable price’ (QARP) investment style identifies quality companies that are trading in the market at a discount to fair value.
- The Fund is suitable for tax-exempt or concessional investors.
- The Fund is managed in a similar style to the EQT Flagship Fund. The investors in this Fund are expected to not pay tax in respect of the Fund and as such, decisions will be undertaken to explicitly value and optimise after tax returns through decisions around buybacks and franking credits.
- The Fund is is suItible for ethically-focused investors
- The Fund is managed in a similar style to the EQT Flagship Fund with a focus on companies offering attractive investment returns, along with strong ESG practices and a positive impact on society through the advancement of one or more of the UN's Sustainable Development Goals.
- Does not invest in companies that generate more than 10% of revenue from adverse business activities such as gaming, alcohol, tobacco, weapons, or adult entertainment.
- The Fund is managed in compliance with EQT's Responsible Investment Policy.
