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.

• Realindex has successfully developed and delivered investment solutions across a broad range of equity universes, including all-country world, developed and emerging markets, and Australian large and small companies.

• Each of these factors are associated with particular market signals, derived from data in our database. These are aggregated into an extensive factor library that helps to broaden the application of our research and enhancements across countries, sectors and styles.

• Realindex portfolios are transparent, lower cost, lower turnover and tax efficient.

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.

Benchmark

Australian Shares: 100% 

Cash: 0%

Portfolio

Australian Shares: 95% - 100% 

Cash: 0% - 5%