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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.

  • 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.

  • 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.

  • 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.


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
Check your retirement income with the Equip calculator

Get in touch

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