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

Dimensional

Value

Ibbotson Australian Shares High Alpha

High Conviction

Northcape

Core (growth bias)

JCP Investment Partners Growth
Omega Value
Ibbotson International Shares Active

Manager Name

Investment Style

AQR 

Core

Dimensional

Value

Ibbotson International Shares High Opportunities High Conviction

Omega

Passive currency overlay (for hedged trust only)

Ibbotson International Shares Passive

Manager Name

Investment Style

Omega

Passive enhanced

Ibbotson Australian Property Securities

Manager Name

Investment Style

Omega

Passive enhanced

Ibbotson International Property Securities

Manager Name

Investment Style

CBRE Clarion 

Core

Perennial Real Estate 

Core
Ibbotson Australian Bonds 

Manager Name

Investment Style

Omega 

Passive enhanced

Ibbotson International Bonds Active

Manager Name

Investment Style

Colchester

Sovereign 

Omega Diversified, Credit
PIMCO Global Credit Diversified, Credit
PIMCO Global Bond Diversified
Ibbotson International Bonds Passive

Manager Name

Investment Style

Omega

Passive enhanced 

Ibbotson Global Inflation-Linked Securities

Manager Name

Investment Style

Omega Global Inflation-Linked 

Passive enhanced

Omega Australian Inflation-Linked Passive enhanced
Ibbotson Cash

Manager Name

Investment Style

 Omega

Passive enhanced 

Ibbotson Diversified Alternatives

Manager Name

Investment Style

Vanguard

Enhanced yield - customised global listed infrastructure 

Ibbotson Global Trading Strategies Trust Multi-Manager Hedge Fund 
Ibbotson Cash Trust Passive enhanced 
Alternative Beta Partners  Hedge Fund Beta
Alternative Beta Partners  Insurance-Linked Securities 
BlackRock   Listed Private Equity 
Barclays Bank Equity Market Volatility, Commodities
Ibbotson Australian Shares High Alpha

Manager Name

Investment Style

Northcape Core (growth bias)
Allan Gray

Contrarian

Platypus

Growth

Vinva Long/Short
Ibbotson International Shares High Opportunities

Manager Name

Investment Style

Altrinsic

Value

Axiom

Growth

Marathon

Contrarian

Sands Capital Growth
Omega Passive currency overlay (for hedged trust only)

 

Note: We do not identify publicly the investment managers for our alpha and global trading strategies.