The inveST Funds are a selection of Funds maintained by State Trustees, consisting of four asset-class funds (inveST Australian Equity Fund, inveST International Equity Fund, inveST Property Fund, and inveST Fixed Income Fund) and a diversified fund (inveST Balanced Fund). The range of options enables State Trustees to construct a unique portfolio for our clients based on their risk profile. As with all our Funds, the inveST Funds are available only where we act as trustee or executor or where we manage a client’s financial and property affairs. They are not offered to the public.
What are the inveST Funds?
12 January 2024