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The basis of investment by Public Trustee is to manage risk while
seeking to achieve market-competitive returns. The detailed rules of
investment comply with the requirements of the Trustee Act, ensuring
investments are not speculative and that the basis of asset allocation
produces a risk profile which matches client characteristics.
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Public Trustee's
investments include overseas equities, overseas fixed interest and Australian
small companies. Since these require specialist analysis and monitoring,
Public Trustee has appointed sub-managers to manage particular asset classes.
These appointments are selected from a pool of world's best managers who
come under close examination before appointment and are subject to annual
review.
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