Investment Beliefs

Funds SA has adopted the following investment beliefs as enduring principles that guide strategy, risk, and implementation.

1. We exist to maximise our clients’ long-term investment outcomes.
2. Our Strategic Asset Allocation, applied with a whole-of-portfolio lens and robust diversification, is the primary driver of outcomes.
3. Through our partnerships, we add value where inefficiencies exist, and our experience provides an edge.
4. Our clients’ risk and liquidity constraints must be managed to ensure resilience.
5. Strong governance, transparency and responsible investment contribute to our clients’ financial outcomes.

Investment Managers

We have in excess of 70 investment managers represented within our investment options.

The table below lists managers appointed to the asset classes that make up our investment options, as at 30 June 2025.