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Investment Managers

Our Investment Managers

At Asset, your superannuation is maintained in unit trusts and pooled superannuation trusts. This means that your superannuation savings are pooled with the retirement savings of thousands of other Asset members. We use professional investment managers from Australia and internationally, providing two immediate benefits:

  • access to a range of investments not normally available to private investors, and
  • lower fees resulting from the larger sums being invested.

These Investment Managers are appointed by the Asset Trustee Board to manage the investments of the fund according to the Board’s guidelines and directions. They are typically selected on the basis of their expertise in a particular investment sector.

The investment managers are:

Australian Shares
Alleron, Integrity, Perennial Value, Quest

International Shares
Dimensional Fund Advisors, Franklin Templeton, Overstone, Schroder, Tactical Global Management*, Zurich

Socially Responsible
AMP

Property
Global Property Trust, LaSalle Global, Lend Lease, Perennial Global, Vanguard

Alternative Investments (growth)
Advent, Antin Infrastructure, APAX (Europe), Archer Capital, Bain Capital, CHAMP Ventures, Crown Capital, Coller International, Eureka, Highland, OCM

Alternative Investments (defensive)
Schroder Real Return Fund, Stafford International Timberland, Wellington

Australian Bonds
Blackrock, Kapstream

International Bonds
Franklin Templeton, Kapstream, Mondrian, Putnam, Tactical Global Management* 

Cash
Colonial First State, Community First Credit Union, Kapstream

* Note: Tactical Global Management has been appointed to implement our currency hedging policy.


Financial Planning

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