Sector Trusts

Multi-Manager Specialist Trusts

Our sector trusts are multi-manager specialist investment portfolios providing exposure to particular market sectors such as shares, property securities, bonds, cash, and alternative strategies.

We provide an added layer of specialisation in the international shares asset sector where we offer active and passive management styles, including hedged and unhedged currency alternatives.

Passive options are available in the international shares, Australian, and international property securities and fixed interest asset classes.

The sector trusts form the building blocks of the diversified trusts.

Ibbotson Sector Trusts - Core

These trusts invest in traditional asset classes including shares, property securities, bonds, and cash.

  1 closed to new investors

Ibbotson Sector Trusts - High Conviction

These are the specialist equity trusts which are a subset of the sector trusts, providing access to skilled, high-conviction, high alpha managers capable of generating significant performance potential.

Ibbotson Sector Trusts - Alternatives

These are a suite of specialist, sophisticated multi-manager trusts which invest in non-traditional asset classes and are intended to provide further sources of performance diversification.

These are innovative investment offerings. The investment strategies either target absolute returns (such as hedge funds) or source market returns from emerging asset classes like infrastructure or commodities. Returns are generally expected to have a low correlation with traditional assets.

Performance information is shown in the profiles.