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What are the inveST Funds?

12 January 2024

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.

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State Trustees Limited operates on the lands of Traditional Custodians. We acknowledge their history, culture and Elders past, present and emerging. State Trustees is committed to cultivating inclusive environments for staff and clients. We celebrate and value people of all backgrounds, genders, sexualities, cultures and abilities.

Original artwork ‘Four Sisters Coming Together’ by Melissa Bell 2023