Challenges you face
68%1 of active equity managers have underperformed net of fees over the last 10 years.
Very few asset owners properly diversify
Making and implementing decisions in an equity portfolio takes time
Solutions
Identify skilled managers and have them focus only on their top ideas
Improve chances of success by creating a multi-manager structure and diversify across style, size, sector and geography
Use brand and scale to reduce costs
Meeting your needs
Only our top-rated managers
+
Custom mandates, investing only in managers' top 10 to 20 stocks
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Reducing unwanted risk factors
= Maximize the potential outperformance of your equity allocation in all conditions
1 Source: AJ Bell Active and passive funds report. Data as of December 31, 2023. Past performance is not a reliable indicator of future returns.
Our differentiated approach
01
Specialist execution
It is difficult to outperform equity markets, and investors tend to be impatient when their investment managers underperform. In order to build a resilient portfolio, asset owners need diversification and patience. We believe you need six to 12 different skilled equity managers to prevent style, geography, sector or size factors from dominating relative returns.
02
Ideas and innovation
Most equity managers do not provide a strategy comprising only their best stock ideas. We seek to avoid stock fillers that dilute the value and reduce total performance, giving you access to only the top 10 to 20 best ideas of each underlying top-rated manager. This allows you to capture manager skill and avoid index-hugging.
03
Value for money
Given our strong network and established reputation, we engage with investment managers. We leverage our scale and first-mover advantage by creating new mandates and offer our investors a bespoke global equity portfolio at a competitive price.
04
Time and expertise
Our portfolio management team ensure a balanced combination of versatile and skilled investment managers. We actively manage the portfolio, diversifying away unintended risk such as style, sector, geography or size. This enables our high-conviction managers to do what they do best, pick stocks.
Our video demonstrates how our approach to equity portfolios is similar to how you would create a playlist of your favourite songs.
Recommended by Lonsec: WTW Australia Global Equity Focus Fund - Class Z
Disclaimers
The report that included the rating was published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec) on 22/04/2026. Lonsec receives a fee from fund managers for the preparation of reports. The report / rating is general advice only. An investor should be aware that: a) the advice has been prepared without taking into account an investors’ objectives, financial situation or needs; b) an investor should consider the appropriateness of the advice having regard to their own objectives, financial situation or needs before acting on the advice; and c) an investor should obtain a PDS relating to the product, consider the PDS and seek independent financial advice before making any decision about whether to acquire the product. The rating is not a recommendation to purchase, sell or hold any product. Past performance is not a reliable indicator of future Performance. Ratings are prepared based on information available at the time of preparation and may be subject to change by Lonsec without notice. Visit lonsec.com.au for important documents (FSG, Conflicts Statement).
© 2026 Lonsec. All rights reserved.
This information has been prepared and issued by Towers Watson Australia Pty Ltd ABN 45 002 415 349 AFSL 229921 (“WTW”) as the investment manager of the WTW Australia Global Equity Focus Fund ARSN 635 077 100 (“Fund”). The Trust Company (Re Services) Limited ABN 45 003 278 831 AFSL 235150 is the responsible entity and the issuer of units in the Fund.
This document contains general information only and is not intended to provide you with financial product advice. It has been prepared without taking into account your objectives, financial situation or needs. Investments in the Fund may only be made using the application form provided with the Product Disclosure Statement (PDS) and any person seeking to invest in the Fund should consider the PDS prior to making any investment decisions. The PDS can be obtained for free by emailing WTW_investorservices@unitregistry.com.au or calling 03 9616 8612. If you require financial advice that takes into account your personal objectives, financial situation or needs, you should consult your licensed or authorised financial adviser. This information is only as current as the date indicated, and may be superseded by subsequent market events or for other reasons. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. All investments in the Fund contain risk and may lose value.
Neither WTW nor any company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) (“Perpetual”) guarantees the performance of the Fund or the return of an investor’s capital. Neither WTW nor Perpetual give any representation or warranty, express or implied, as to the accuracy or completeness of the information contained in this document.