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Please contact your Financial Advisor
or visit Equity Trustees Limited website
(www.eqt.com.au/insto) 

for further information regarding the Supervised Investments funds.

History of Supervised Investments

Supervised Investments Australia Limited (SIAL) was born out of Supervised Investments Limited (SIL), an international equities investment fund established in September 1999 by David Constable, who at the time was living in London. On 1 December 2007, SIAL launched an Australian based international equities fund, The Supervised Fund, into which Supervised Investments Limited was subsequently merged.

Investment
Approach

SIAL is driven by a philosophy best summed up as “conservative opportunism”. This comprises a fundamental research driven approach with substantial risk articulation and management practices. The philosophy has been refined over many years and prospered through many market cycles. For a more detailed explanation, see The Supervised Fund.

Charitable Donations

The directors of SIAL believe charitable giving should be a fundamental element of corporate life. Therefore, 10% of any performance fee earned by SIAL from The Supervised Fund will be given to charitable causes.

Some previous recipients are the Federation of University Chancellors’ Circle, Musica Viva, Opera Australia, the Westmead Hospital, and World Vision. This approach is consistent with the model SIL employed between 1999 and 2007, during which it donated over US$300,000 to medical, musical and educational charities.

Our Fund

The Supervised Fund: The Supervised Fund is a global equity fund. The Fund’s trading platform identifies and monitors positions from more than 81,000 equities in over 80 stock exchanges.