Investing with Us
Equity Trustees manages assets of individuals, companies, institutions and for-purpose organisations.
Our asset management team draws on decades of experience, taking a prudent, disciplined and long-term approach to manage more than $4 billion across Australian shares, global shares, credit and fixed income portfolios.
We take the time to understand clients’ goals to determine an effective investment strategy that reflects their values and needs.
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 ongoing income they need.
Our approach is to understand your individual needs and objectives from the outset. Consideration is given to your investment timeframe, tax status, income needs, ability to access capital and tolerance for volatility of the capital base to determine an investment strategy.
As a trustee company, we are legally bound to provide our clients with the highest duty of care.
Equity Trustees offers a range of investment services
Our trustee and wealth services team provides a range of investment services that complement our asset management capabilities.
Trustee administration and services including personal, compensation and community trusts.
Philanthropy services for not-for-profit organisations.
Wealth and asset management advice and services.
Investing made easy
New investors - Start your application using our Equity Trustees online investment hub here
Additional investments - If you are already an investor with Equity Trustees or are an advisor and want to make additional investments into an existing fund or a new fund, you can complete the application form.
HUB24 - Invest in our products on HUB24.
Equity Trustees has a deep commitment to responsible investing, which is closely aligned with our position as an independent trustee – a role that attracts the highest fiduciary standards of care.
