Realindex forms a universe of smaller Australian companies based on accounting measures, which gives the portfolio a value tilt.

To provide capital and income growth by investing in smaller Australian companies and outperforming the S&P/ASX Small Ordinaries Accumulation Index over rolling five-year periods before fees and taxes.

Benefits of investing in Realindex Class A products

The Realindex Funds - Class A offer lower cost (compared to traditional active investment strategies) share investments that aim to outperform its corresponding market capitalisation weighted benchmark over the long term.

Award winning service

We are committed to delivering superior client service and administration which has been recognised through many industry awards.

FirstNet e-Post

e-Post is the fast and secure way to submit original forms and requests via FirstNet, our secure online service. You no longer need to post the originals, saving you time and effort. You will receive an instant email confirmation when you submit your request and a reference number. You must only submit original forms.

Risk level

Very High

Very High

Investment philosophy and process

Realindex believes that markets are not perfectly efficient, meaning that there is mispricing of companies relative to unknown fair values. As a result of this mispricing, there is a small number of systematic factors such as Value (cheap stocks outperform expensive stocks), Momentum (stocks with strong price momentum outperform stocks with low price momentum) and Quality (low quality stocks underperform) that can lead to excess returns above that of the market over a long time horizon. Realindex uses systematic equity strategies to target these factors. These strategies may vary from rules-based, non- price-weighted methodologies, to customised solutions and more active quantitative strategies.

Realindex Funds - Class A

All Realindex Funds - Class A are managed using a systematic methodology. Apart from the Realindex Enhanced Equal Weighted Global Share Fund, Realindex Funds - Class A form a universe of companies based on accounting measures. Factors such as quality, near-term value and momentum are applied to form a final portfolio of companies. The resulting portfolio has a value tilt relative to the benchmark and provides the benefits of being lower in cost, lower turnover and highly diversified compared to traditional active investment strategies.

How we invest your money

Realindex forms a universe of companies listed on the Australian Securities Exchange that are outside both the ASX 100 and the 100 largest companies based on accounting measures. Factors such as quality, near-term value and momentum are applied to form a final portfolio of companies. The resulting portfolio has a value tilt relative to the benchmark and provides the benefits of being lower in cost, lower turnover and highly diversified compared to traditional active investment strategies. By weighting the portfolio based on accounting measures and factors such as quality, value and momentum, Realindex aims to generate higher returns versus the benchmark over the long term.

Investment ranges

(Asset class: Range / Benchmark)

• Australian shares: 95%-100% / 100%

• Cash: 0%-5% / 0%