To achieve medium-to-long-term capital growth by investing in smaller companies globally. In doing so, the option aims to outperform the S&P/Citigroup Broad Market Index less than US$2 billion, ex Australia in $A over rolling three-year periods.

Investment Strategy:

To provide exposure to a diverse portfolio of smaller companies globally, including companies in emerging markets. Investment management of the portfolio is currently delegated to US-based Wellington Management Company LLP. However, in the future the portfolio’s investments may be managed by multiple managers using different investment styles. The currency exposure of this option will not be hedged back into Australian dollars.

Margin Lenders:

Margin Lender	LVR	Website
Bank of Queensland Margin Lending	50%	BoQ
BT Margin Lending	65%	BT
Colonial Margin Lending	70%	Coln
Commonwealth Securities	70%	CSec
Macquarie Margin Loan	50%	Macq
St. George Margin Lending	70%	StG
Suncorp Margin Lending	70%	SunC

Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.

Performance data assumptions

Performance is calculated on an initial investment of $10,000 using entry price, with distributions reinvested using actual unit price. No tax or contribution fees have been deducted from the results. If your own investment was subject to contribution fees or if you did not reinvest distributions, your returns may be less than that shown. Your after-tax returns will also be less. Data is sourced directly from fund managers, but we offer no warranty as to the accuracy of the data, we suggest you verify the data from other sources before acting on the information on this site.

These charts show historical performance only and give no indication of future performance. This information is general in nature and does not take into account your personal circumstances, goals or investment objectives. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making any investment decisions.