Fund Choices
The Public Trustee of Queensland offers five different managed funds that cater to the individual needs of investors and provide competitive returns. Whether you want to invest for the short term, medium term or long term there is a Public Trustee Investment Fund to suit you.
Medium Term
Long Term
Please Note
The Public Trustee of Queensland Investment Fund - Australian Fixed Interest Fund is now closed to new investors effective 2 February 2009.
All Public Trustee Investment Funds offer:
- No exit fees
- No switching fees
- No entry fees; Income distributions paid quarterly.
Two different ways to invest: Lump Sum Investment
- Minimum initial investment $2000
- Minimum balance $2000
- Minimum additional amount $500
- Minimum withdrawal amount $500
Regular Investment
- Minimum initial investment $1000
- Minimum balance $1000
- Minimum additional amount $50
- Minimum withdrawal amount $500
You can find out more about how to invest here.
Conservative Fund
Download detailed Conservative Fund Profile (PDF, 30 KB)
Provides an investment strategy for those investors seeking a higher return in the medium to long-term than could be achieved by solely investing in interest bearing securities, with less volatility than the Growth Fund.
Investment Time Frame: 4-7 years.
Management Fee: 1.45% per annum.
Growth Fund
Download detailed Growth Fund Profile (PDF, 30 KB)
Provides a fully diversified investment strategy for those investors seeking long-term income and capital growth. Investors should expect a medium to high level of volatility.
Investment Time Frame: Greater than 7 years.
Management Fee: 1.45% per annum.
Higher Growth Fund
Download detailed Higher Growth Fund Profile (PDF, 30 KB)
Provides a fully diversified investment strategy for those investors seeking modest income and long-term capital growth. Investors should expect less volatility than with the Australian Equities Fund.
Investment Time Frame: Greater than 7 years.
Management Fee: 1.50% per annum.
Australian Equities Fund
Download detailed Australian Equities Fund Profile (PDF, 27 KB)
Captures the performance of the Australian sharemarket by investing in securities listed or about to be listed on the Australian Stock Exchange. Investors should expect a high level of volatility.
Investment Time Frame: Greater than 7 years.
Management Fee: 1.40% per annum.
