Australian Indexed Equities
A leader in after-tax investing, we were one of the first managers to create pooled funds specific to different tax-rate investors. Our flagship Indexed Australian Equities capability implements trading and enhancement strategies, to exploit market inefficiencies as they arise to add value on an after-tax basis.
Global Indexed Equities
Our goal is to closely track the performance of the MSCI World Index while also minimising turnover related costs. The result of considerable research, our strategy achieves this by blending pragmatic market based rules (such as limiting region and sector active weights), with powerful optimisation techniques.