FirstChoice WS Pers Super - Realindex Wholesale Australian Share Value
About this Fund
|FUND MANAGER||Realindex Investments|
|ASSET CLASS||AUSTRALIAN EQUITIES|
Realindex forms a universe of Australian companies based on accounting measures, which gives the portfolio a value tilt.
To provide capital and income growth by investing in Australian shares and outperforming the S&P/ASX 200 Accumulation Index over rolling fiveyear periods before fees and taxes.
|BENCHMARK||S&P/ASX 200 Accumulation Index over rolling five year periods|
|FUND SIZE||S&P/ASX 200 Accumulation Index over rolling five year periods|
|NO. OF HOLDINGS|
|RISK LEVEL||Very high|
About Realindex Investments
First Sentier Investors (formerly Colonial First State Global Asset Management) is a global asset management group focused on providing high quality, long-term investment capabilities to clients. We bring together independent teams of active, specialist investors who share a common commitment to responsible investment principles.
Realindex is a First Sentier brand.
Realindex forms a universe of Australian companies based on accounting measures, which gives the portfolio a value tilt. 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.
Australian Shares: 100%
Australian Shares: 95% - 100%
Cash: 0% - 5%