Suncorp provides an entire suite of investments covering a range of performance benchmarks and risk tolerances. Whether you require a directly managed mandate or participation in a trust, we work with you to ensure your objectives are met.
Featured below is a concise selection of our available investment opportunities.
SIM does not provide in this site any investment, financial product, legal or taxation advice as to the suitability of the products and services described in this site for your particular objectives, financial situation or needs. Financial product and investment advice given in this site, including forecasts and opinions, is general advice only. This advice has been prepared without taking into account your particular objectives, financial situation and needs.
Australian Equities
Please note that Russell Investment Group has been appointed, on a temporary basis, to provide interim management of the Suncorp Australian Equities Trust (APIR code SUN0030AU), Imputation Trust (APIR code SUN0099AU) and Property Securities Trust (APIR code SUN0041AU) until a new in-house Suncorp Australian equities team is in place. Russell was appointed after an extensive tender process and provides the particular skills and resources that allow the continuation of the established Suncorp Australian equities investment style to the benefit of investors.
Recruitment for a new team is progressing well, and it is emphasised that the Russell appointment will only continue until the new in-house team is in place.
*Calculated using end of month hard close prices. Returns are gross of taxes and fees.
Australian Equities Trust benchmark is the S&P/ASX 200 Accumulation Index.
Australian Equities Trust - $1.1 billion (as at 31/01/2010).
Asset Class Size - $1.1 billion (as at 31/01/2010).
Past performance is not a reliable indicator of future performance.
Suncorp Metway Investment Management Ltd ABN 31 068 147 651, Australian Financial Services Licensee ("SMIML") is the Responsible Entity and Investment Manager of the Suncorp Investment Management Australian Equities Trust ("the Trust").Suncorp-Metway Limited ABN 66 010 831 722 ("SML") and its subsidiaries and related companies (excluding SMIML) do not guarantee the obligations of SMIML. SML and its subsidiaries and related companies (including SMIML) do not guarantee the repayment of capital or the investment performance of the Trust. An investment in the Trust is not a bank deposit or other bank liability and is subject to investment risk including possible delays in payment and loss of the income and principal invested.
Australian Fixed Interest and Cash
When it comes to managing Australian fixed interest and cash assets, at Suncorp Investment Management we take an active approach with the aim of giving you:
- above average returns
- below average volatility
We do this by maintaining a variety of different investment processes - together with risk controls - rather than relying on one single approach to generate returns. For example, your portfolio might include a mix of strategies like:
- long-term strategic duration positioning
- short-term tactical duration positioning
- yield curve strategies
- sector selection
- stock selection
We tailor a solution that fits your specific risk and return objectives, choosing the processes that will add most value to your portfolio. You also benefit from the reduced risk that comes from diversifying across a range of processes.
It's an approach that gets results. Check out our impressive Australian fixed interest and cash performance below.
We also give you something that most fund managers shy away from - a genuine, no-nonsense relationship. You can expect regular, straight-to-the-point explanations of how we're working towards your investment goals.
Investment Process
When you invest in Australian fixed interest and cash with Suncorp Investment Management, you access a disciplined and diversified investment process:
We provide you with market direction. We analyse domestic and global economies to anticipate changes in interest rates and yields. We can add value to your portfolio by anticipating these changes and altering the average maturity or duration period.
We analyse on a sector basis. We do economic and quantitative analysis on Commonwealth, State Governments and Corporate bonds. We allocate to the strongest sectors based on economic and quantitative analysis.
We've got skilful stock pickers. We undertake quantitative analysis to identify "mispriced" securities. We evaluate corporate bonds based on strength and quality of management ,cashflows and business model. And we consult with our Australian equities team to get another perspective on Australian named corporates before we transact.
Strong Performance History
At Suncorp Investment Management we have achieved strong returns for our Australian fixed interest and cash clients over the medium and long term (see below).
*Calculated using end of month hard close prices. Returns are gross of taxes and fees.
Australian Fixed Interest benchmark is the UBSA Composite Bond Index.
Past performance is not a reliable indicator of future performance.
*Calculated using end of month hard close prices. Returns are gross of taxes and fees.
Australian Cash Trust benchmark is the UBSA Bank Bill Index.
Australian Fixed Interest Trust Size - $434 million (as at 31/01/2010).
Australian Cash Trust Size - $1.2 billion (as at 31/01/2010).
Asset Class Size - $8.7 billion (as at 31/01/2010)
Past performance is not a reliable indicator of future performance.
Suncorp Metway Investment Management Ltd ABN 31 068 147 651, Australian Financial Services Licensee ("SMIML") is the Responsible Entity and Investment Manager of the Suncorp Investment Management Australian Fixed Interest Trust and the Suncorp Investment Management Australian Cash Trust (collectively "the Trusts"). Suncorp-Metway Limited ABN 66 010 831 722 ("SML") and its subsidiaries and related companies (excluding SMIML) do not guarantee the obligations of SMIML. SML and its subsidiaries and related companies (including SMIML) do not guarantee the repayment of capital or the investment performance of the Trusts. An investment in the Trusts is not a bank deposit or other bank liability and is subject to investment risk including possible delays in payment and loss of the income and principal invested.
Global Macro Solutions
Suncorp Investment Management (SIM)'s Global Macro/GTAA trust is a wholesale fund designed for the flexible delivery of active excess returns from the Global Macro/Global Tactical Asset Allocation (GTAA) space. The fund utilises both long and short exposures to equity market indices, government bonds and currencies from the major liquid markets in the developed world. These exposures are obtained using futures contracts and foreign exchange forwards.
Investment Objective
The fund has an annual return target of 10% in excess of the Australian Bank bill return, while maintaining an annual standard deviation of less than 10%. Inception of the trust occurred in September of 2004. As at March 2006, the trust's returns are averaging 14.1%pa (8.5% active) with an annualised monthly standard deviation of 5.6%.
Philosophy
Exploitation of return predictability when magnified by careful diversification can consistently produce outstanding risk/return outcomes.
Investment Style
We are 100% quantitative. Sourcing our ideas from the finance and econometrics literature, we utilise our extensive experience in real time modelling and forecasting for both strategy generation and risk control. We exploit return predictability at a range of frequencies starting at daily through to business cycles. All positions are reassessed daily and adjusted accordingly. These adjustments can be either strategy changes or fine tuning position sizes to directly control the fund's risk profile and optimise diversification. Adjusting positions every day emphasises the need for a world class execution capability. We execute all trades via our in house electronic execution platforms. This enables us to greatly reduce our transaction costs. It also allows us to measure and analyse all aspects of our execution capabilities.
Strong Performance History in Global Macro TAA Trust
From 1 September 2004 access to the same strategies was offered to investors through the Global Macro TAA Trust.
Past performance is not a reliable indicator of future performance.
Global Macro Trust size - $68 million (as at 31/01/2010)
Suncorp Metway Investment Management Ltd ABN 31 068 147 651, Australian Financial Services Licensee ("SMIML") is the Responsible Entity and Investment Manager of the Suncorp Investment Management Global Macro TAA Trust ("the Trust"). Suncorp-Metway Limited ABN 66 010 831 722 ("SML") and its subsidiaries and related companies (excluding SMIML) do not guarantee the obligations of SMIML. SML and its subsidiaries and related companies (including SMIML) do not guarantee the repayment of capital or the investment performance of the Trust. An investment in the Trust is not a bank deposit or other bank liability and is subject to investment risk including possible delays in payment and loss of the income and principal invested.
World Equities
When you invest in a Suncorp Investment Management World Equities Trust, you benefit from a combination of Suncorp Investment Management's investment and risk management expertise together with strong performance from leading investment managers world-wide.
We aim to provide you with strong long-term capital growth by optimising the risk and return trade-off of investing in the global sharemarket.
We take a global approach to investing. Our investment approach is to select leading managers with a global perspective rather than a regional focus. This means that investment opportunities are not constrained by regional boundaries.
We manage the risk of your portfolio to make sure we minimise your exposure. We do this in three ways:
- appointing managers who are industry leaders
- blending managers to ensure consistency of performance and diversification and
- adopting a rigorous program to manage risk.
Investment Structure
Following an extensive research process, the Suncorp Investment Management World Equities Trust (WET) has recently undergone a significant makeover involving a change in the manager line-up. The changes are designed to enhance performance with no additional cost to the investor or change in the investment objective.
The 'new' World Equities Trust is structured with two global growth managers, two global value managers and one global emerging markets manager. These managers have long-term track records and a demonstrated ability to consistently perform throughout the investment cycle and aim to deliver benchmark outperformance.
Performance History
*Calculated using end of month hard close prices. Returns are gross of taxes and fees.
World Equities Trust benchmark is the MSCI World Index excluding Australia (net dividends) expressed in Australian dollars (unhedged).
World Equities Trust Asset class size - $474 million (as at 31/01/2010).
Past performance is not a reliable indicator of future performance.
Suncorp Metway Investment Management Ltd ABN 31 068 147 651, Australian Financial Services Licensee ("SMIML") is the Responsible Entity and Investment Manager of the Suncorp Investment Management World Equities Trust ("the Trust"). Suncorp-Metway Limited ABN 66 010 831 722 ("SML") and its subsidiaries and related companies (excluding SMIML) do not guarantee the obligations of SMIML. SML and its subsidiaries and related companies (including SMIML) do not guarantee the repayment of capital or the investment performance of the Trust. An investment in the Trust is not a bank deposit or other bank liability and is subject to investment risk including possible delays in payment and loss of the income and principal invested.