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How we invest

Responsible ownership

At StatePlus. we believe that Environmental, Social and Governance (ESG) risks affect investment portfolios. Find out here how we deal with ESG.

Asset classes

Read about Asset Classes that StatePlus offers, including Equities, Fixed Interest and more here.

Fund managers

Our investment approach involves disciplined monitoring and researching of our current investment managers. Find out more about our competitive offering here.

Our custodian

Learn about the organisation we appointed as a custodian, because we are focused on security, confidence and the assurance that your financial assets are safe.

Equity holdings

Review our current equity stock holdings of StatePlus funds.

Bond holdings

Our unit prices show the investment prices relative to our investment options. Talk to a financial planning expert about your financial future.

Standard Risk Measure

Standard Risk Measure (SRM) helps you compare different investment options by giving risk labels. Find the risk labels and bands for investment options here.