Charitable and Not-for-profit Investors

Australian Equities

  • Warakirri’s flagship Australian equities trust - operating since 1993
  • Managed by the Charitable Investment Committee
  • Includes the Warakirri Ethical Overlay
  • Typically holds 25 - 35 stocks
  • An Australian equities trust, operating since 2001
  • Managed by the Charitable Investment Committee
  • Includes the Warakirri Ethical Overlay
  • Typically holds 30 - 50 stocks
  • Multi-manager Australian equities offering
  • Currently 5 managers appointed to run tax-exempt portfolios
  • Includes the Warakirri Ethical Overlay
  • Offers diversification benefits via managers and 100+ stocks
  • Multi-manager Australian equities offering
  • Currently 6 managers appointed to run tax-exempt portfolios
  • Offers diversification benefits via managers and 100+ stocks

International Equities

  • Appointed proven global equities manager
  • Typically holds 25 - 35 stocks
  • Includes the Warakirri Ethical Overlay
  • Diversification by company, industry sector, and geography
 

Cash

  • Cash term deposit offering
  • Invests in term deposits with Australia’s largest four banks and their divisions
  • Offers administrative and liquidity benefits via a professionally managed portfolio