customer communications | cash rate | site search

Public Trustee is committed to
providing security and
excellence in personal
trustee services to the South Australian
community in a caring and
responsive manner

Investment Services

Investment Structure

Public Trustee's investment structure specifically allows clients to invest in one or more of five Public Trustee Common Funds. Clients can choose from five standard strategies to provide a balance between growth and defensive asset types appropriate to their individual needs and circumstances. The strategies offered are Cash, Capital Stable, Balanced and Growth styles of management.

CLIENT

PUBLIC TRUSTEE STANDARD INVESTMENT STRATEGIES
Cash - Capital Stable -
Balanced - Growth - Equities

SECTOR COMMON FUNDS
Cash - Short Term Fixed Interest -
Long Term Fixed Interest -
Overseas Fixed Interest -
Australian Shares -
Overseas Shares -
Listed Property Securities.