Trusts & Managers

We're a Multi-Manager Investment Specialist

One of our core strengths is evaluation of investment managers both locally and offshore, and selecting and combining quality specialist managers to meet client objectives.

The Ibbotson Trusts

You can get access to our cutting-edge intellectual property development through our range of single-sector, alternative strategy, and diversified trusts, available to wholesale investors. Our trusts are also available through the following mastertrusts and investment administration services:

  • Asgard - click here.
  • Asteron Optimum - click here.
  • IOOF Portfolio Service - click here.
  • Perpetual WealthFocus - click here.
  • Suncorp WealthSmart - click here.

Our specialist trusts are also available through selected services including BT Wrap (here) and Macquarie Wrap (here).

Ibbotson Trusts Rated by Lonsec

Leading investment researcher Lonsec has again rated the Ibbotson Trusts. Read more.

Ibbotson High-Conviction Trusts Top Chant West Survey

Ibbotson's high-conviction Australian and international share trusts topped their categories in the 2009 Chant West survey. Read more.