State Street Global Advisors (Australia)
Manager Overview
State Street Global Advisors, Australia Services Limited is the Australian licensed entity within State Street's investment management business. It holds Australian Financial Services Licence 274900 and is registered in Australia with ABN 16 108 671 441. Its registered office is in Sydney. In the local market, it acts as responsible entity and issuer for State Street managed funds and SPDR exchange traded funds offered in Australia, and it is also the AQUA product issuer for the Australian depositary interests quoted over the SPDR S&P 500 ETF Trust.
The business forms part of State Street's global asset management operation, which began in 1978 as State Street's investment management division. Over time, that broader business expanded from index equity and cash management into active quantitative strategies, exchange traded funds, fixed income, customised solutions and other institutional capabilities. In 2025, the global asset management business rebranded from State Street Global Advisors to State Street Investment Management, although the Australian legal entity name referenced in disclosure materials remains State Street Global Advisors, Australia Services Limited.
Manager's responsible investing approach
State Street Climate ESG International Equity Fund
Strategy Summary
The Fund seeks to achieve capital growth and income in line with the MSCI World ex-Australia Index, subject to delivering climate and ESG objectives. To achieve this goal the Fund invests in listed International securities in the MSCI World ex Australia Index and favours companies with lower carbon emissions and with higher environmental, social and governance (ESG) ratings. The Investment Manager will normally rebalance the portfolio quarterly to maintain the Fund's ESG and climate characteristics. The Fund's investment strategy may include the use of options, futures and other derivatives. These instruments are not used speculatively and are never used to gear the Fund.
Key Terms
| Status: | Open | Inception Date: | Jul 2016 |
| Strategy: | Equity Long | Style: | Growth |
| Geography: | Global | Domicile: | Australia |
| Investors: | Retail | Min. Investment: | AU$25000 |
| Mgmt. Fee: | 0.24% | Perf. Fee: | 0% |