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 |
||
|
High Conviction |
||
|
Core (growth bias) |
||
| JCP Investment Partners | Growth | |
| Omega | Value | |
| 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 enhanced |
||
| Ibbotson Australian Property Securities | ||
|
Manager Name |
Investment Style |
|
|
Passive enhanced |
||
| Ibbotson International Property Securities | ||
|
Manager Name |
Investment Style |
|
|
Core |
||
| Core | ||
| Ibbotson Australian Bonds | ||
|
Manager Name |
Investment Style |
|
|
Passive enhanced |
||
| Ibbotson International Bonds Active | ||
|
Manager Name |
Investment Style |
|
|
Sovereign |
||
| Omega | Diversified, Credit | |
| PIMCO Global Credit | Diversified, Credit | |
| PIMCO Global Bond | Diversified | |
| Ibbotson International Bonds Passive | ||
|
Manager Name |
Investment Style |
|
|
Passive enhanced |
||
| Ibbotson Global Inflation-Linked Securities | ||
|
Manager Name |
Investment Style |
|
|
Passive enhanced |
||
| Omega Australian Inflation-Linked | Passive enhanced | |
| Ibbotson Cash | ||
|
Manager Name |
Investment Style |
|
| Omega |
Passive enhanced |
|
| Ibbotson Diversified Alternatives | ||
|
Manager Name |
Investment Style |
|
|
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 |
|
|
Growth |
||
| Vinva | Long/Short | |
| Ibbotson International Shares High Opportunities | ||
|
Manager Name |
Investment Style |
|
|
Value |
||
|
Growth |
||
|
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.