About us
Equity Trustees has been managing and protecting the assets of Australians for more than 130 years
We have safeguarded and built their wealth through market cycles including depressions, recessions, crises and pandemics. It comes with the territory for a company that was founded as an independent trustee and executor, which entails a higher duty of care.
Today, we manage more than $4 billion in funds across Australian shares, global shares, credit and fixed income.
Our values of integrity, independence and trust are at the heart of our active management approach. This delivers long-term outperformance while managing risk responsibly.
Equity Trustees’ asset management team takes a prudent, disciplined and long-term approach to deliver investment outperformance.
Equity Trustees offers a broad range of actively managed investment options across Australian Shares, International shares, Fixed income, Mortgage Income, and Cash.
Our in-house asset management team includes specialist equity and fixed income managers supported by research analysts and client portfolio dealers.
Last updated: 17 February 2025