International Equities
Available from 18 July 2011
Objective
To invest in international equities with the aim of achieving capital growth over the long term (10 or more years). Capital gains can be expected to be achieved, but there is also the risk of capital loss.
Investment Strategy
Primarily invests (through discrete investment trusts) in international equities. Investments may include currency, futures and options contracts.
Risk Profile
Due to the investment characteristics of the growth assets held in the Fund, the performance of the International Equities Fund may experience high volatility, including the potential to experience a capital loss.
Investor Profile
Designed to suit investors who wish to maximise long term investment returns and have a 100% exposure to international equities. Target timeframe is 10 or more years.
Strategic Tilting
The following strategic tilt(s) are now in place:
- International Equities – 30% hedged to the AUD.
Fund Managers
| Growth Assets | 100% | |
|---|---|---|
| International equities ** | 100% | |
** Partially hedged to the AUD, but is actively managed around the strategic tilt position.
