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Invest in the world best

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Guardians just need to create an account for themselves in a couple of easy steps.
  • Create a guardian account
  • Add upto 10 accounts for your children/dependents
  • Perform online ID check and pay one time establishment fee
  • Make an optional initial contribution
  • Invite friends and family to contribute at life events if you wish
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Contribute to an existing account or send the initial contribution, all you need is the parents/guardians email.
  • Create a gift card and enter the parent/guardian’s details, and a message for the child
  • Choose a one-off, or recurring payment through our secure Westpac facility
  • Parent/guardian receives the gift and assigns the amount to an existing account or creates a new one.
  • Use your contributor portal to monitor your gift growth, edit details and change amounts.
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Our Investments

Magellan Global Fund

Based upon their ethics, performance and suitability for long term investment, we have selected the Magellan Global Fund as our foundation investment.

Investment Objectives:
  • Achieve attractive risk-adjusted returns over the medium to long-term;
  • Whilst reducing the risk of permanent capital loss
Investment philosophy

The Magellan Global Fund seeks to invest in outstanding companies at attractive prices, while exercising a deep understanding of the macroeconomic environment to manage investment risk.

Investment in the best companies globally:
Value of $1,000 invested over 10 years
Cash 3.4% p.a. 1
$1,397
Australian Equities
5.4% p.a. 1 $1,692
International Equities 7.8%
p.a. 1 $2,119
Magellan Global Fund 13% p.a. 2 $3,395

Source:

  1. Morningstar, Long term assets Class returns, at 31st March, 2018
  2. Magellan Global Fund, at 31st March, 2018

Breaking Down the fee barrier

Traditionally excessive fees and large initial investment amounts
have prevented parents from accessing high quality investments. We have changed that with very low
fees and a $10 minimum investment

Your Question Answered

FAQs

No, you just need an email address of a parent, guardian, or whoever you would like to manage the account on behalf of the recipient.

No! Same as above, you just need an email address of a parent, guardian, or whoever you would like to manage the account on behalf of the recipient.

Apart from getting access to high quality funds, iTrust allows families to have a single account for family and friends to contribute to, which prevents lots of fee’s.

We use Westpac’s payment facilities that provide the highest level of security possible to allow you to set up payments from your bank account. Sorry, no credit cards.

The parent, guardian, or trusted person in the child’s life can be in charge.

Full statements are provided to the person in charge of the account on an annual basis.

Security

Your money’s safety is our highest priority
  • Bank-grade security
  • 256-bit encryption
  • Custodian services provided by Perpetual
  • All client data is encrypted
  • Protected under Amazon security umbrella
  • 24/7 monitoring
  • Payments managed securely by Westpac