Equity Trustees

Equity Trustees’ Master Trust is called Freedom of Choice, offering a range of services offering investment and superannuation solutions to individuals, the self employed, retirees and employers. With one single account, consumers have access to over 100 different investment choices managed by leading Australian and international fund managers, plus the ability to construct a personal share portfolio made up of the top 300 companies listed on the Australian Stock Exchange.

CERTIFICATION DETAILS

Certified by RIAA since: 2008

Is the whole fund certified or does it provide a responsible investment option?

Equity Trustee’s ‘Freedom of Choice’ Master Trust offers the following responsible investment member options:

Diversified Conservative:

Diversified Balanced:

Diversified Growth:

Diversified Aggressive:

Australian Shares:

International Shares:

Direct Property:

Please explain your superannuation fund’s overarching responsible investment methodology

As the responsible investment component of Equity Trustees ‘Freedom of Choice’ Master Trust member options are managed externally, please select from the above links to learn more about the methodology used by each fund manager when creating their responsible investment products.

Past performance

The performance of each product is available on the website provided by the Equity Trustees ‘Freedom of Choice’ Master Trust.

Stock in the portfolio

For detailed listings of stocks in each portfolio, please select the appropriate ‘Freedom of Choice’ responsible investment member option above.

Further information

Further information on Equity Trustees Superannuation’s responsible investment options, please visit the SRI section of their ‘Freedom of Choice’ website.

CONTACT DETAILS

Andrew Sa-Cordeiro
Business Development Manager
Equity Trustees
Level 2, 575 Bourke Street
Melbourne VIC 3000
Phone: 1800 806 013
Email: enquiries@freedomofchoice.com.au
Website www.freedomofchoice.com.au
DISCLAIMER:This information has been prepared by RIAA based on material provided by Equity Trustees. While it is provided to assist you in finding a Superannuation Fund, RIAA does not endorse or recommend any particular firm or individual Superannuation Fund to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.
PAGE LAST UPDATED: July 2010