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 a 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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Our top holdings

A list of the top investments we hold for members in all asset classes. For equities, we list the Top 20 companies in our Australian and international share portfolios.
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ESG view

Environmental, Social and Governance factors are taken into account in our overall risk assessment of investments. Our ESG approach is part of our broader Corporate Social Responsibility (CSR) Policy.
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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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