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Our investment approach

Beyond the horizon 

Planning for tomorrow starts today

We believe in active management, with a long term investment horizon, and an eye on capital preservation. To help achieve this we utilise both Equip's asset management company and external investment partners. This allows more effective investment decision making and means better retirement outcomes for members.

  • Goals-based investing

    Goals-based investing focuses on the long term and not being over-reactive to day-to-day movement in investment and financial markets.

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  • Top holdings

    We have investments in a number of asset classes; the list outlines the top 100 holdings the Fund holds in Australian and Overseas Shares, and the top 20 holdings in Infrastructure and Unlisted Property.

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  • Responsible Investment Policy

    The purpose of this Policy is to outline the Trustee’s commitment and approach to Responsible Investment and is applied across all funds which the Trustee has oversight of.

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  • Shareholder voting

    As shareholders, we have the right to exercise our vote on resolutions at annual general meetings and other forums. You can find details of how we have voted here.

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Portfolio Holdings Disclosure 

Here you can find information about our total holdings, which we update semi-annually on 31 March and 30 September.

We list the Fund holdings by Investment Option. Select the product you are invested in and you can view the underlying assets and the value of each asset as a proportion of the total Option.

Where to get help

  • Check out frequently asked questions VISIT FAQS
  • Give us a call 1800 682 626Monday - Friday 8am - 6pm (AEST)
  • Ask a question with our online contact form CONTACT US
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