Investment Managers
Our Multi-Manager Investment Approach
One of our core skills is evaluation of investment managers both locally and offshore, and selecting and combining quality specialist managers.
We leverage our global research network to search the world for superior manager skill.
The following table shows the specialist investment managers we've selected to manage our trusts.
To learn more about a particular investment manager, just click on its name.
Investment Managers by Asset Class
| Ibbotson Australian Shares Active | ||
|
Manager Name |
Investment Style |
|
| Value | ||
|
Value |
||
|
High Conviction |
||
|
Core (growth bias) |
||
|
Small-Caps |
||
| Wallara | Core (growth bias) | |
| JF Capital Partners | Growth | |
| Ibbotson International Shares Active | ||
|
Manager Name |
Investment Style |
|
|
Core |
||
|
Value |
||
| Ibbotson International Shares High Opportunities | High Conviction | |
|
Passive currency overlay (for hedged trust only) |
||
| Ibbotson International Shares Passive | ||
|
Manager Name |
Investment Style |
|
|
Passive |
||
| Ibbotson Australian Property Securities | ||
|
Manager Name |
Investment Style |
|
|
Passive |
||
| Ibbotson International Property Securities | ||
|
Manager Name |
Investment Style |
|
|
Core |
||
| Core | ||
| Ibbotson Australian Bonds | ||
|
Manager Name |
Investment Style |
|
|
Passive |
||
| Ibbotson International Bonds Active | ||
|
Manager Name |
Investment Style |
|
|
Sovereign |
||
| Omega | Credit | |
| PIMCO Global Credit | Credit | |
| PIMCO Global Bond | Diversified | |
| Ibbotson International Bonds Passive | ||
|
Manager Name |
Investment Style |
|
|
Passive |
||
| Ibbotson Global Inflation-Linked Securities | ||
|
Manager Name |
Investment Style |
|
|
Diversified |
||
| Ibbotson Cash | ||
|
Manager Name |
Investment Style |
|
|
Passive enhanced |
||
| Ibbotson Alternative Markets | ||
|
Manager Name |
Investment Style |
|
|
Enhanced commodities |
||
|
Enhanced yield - customised global listed infrastructure |
||
| Ibbotson Australian Shares High Alpha | ||
|
Manager Name |
Investment Style |
|
| Northcape | Core (growth bias) | |
| Orbis | Contrarian | |
|
Growth |
||
| Ibbotson International Shares High Opportunities | ||
|
Manager Name |
Investment Style |
|
|
Value |
||
|
Growth |
||
|
Value |
||
|
Contrarian |
||
| Sands Capital | Growth | |
| Vanguard | Passive currency overlay (for hedged trust only) | |
Note: We do not identify publicly the investment managers for our alpha and global trading strategies.