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Colonial First State - Realindex RAFI Australian Small Companies

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Fund Name: Colonial First State - Realindex RAFI Australian Small Companies
Fund Manager: Colonial First State - FirstChoice Investments (show all funds)
Region: Australia
Sector: Small / Mid Market Capitalisation
Benchmark Index: S&P/ASX Small Ordinaries Index
Fund Type: Retail Fund
Investment Objective: To provide long term capital and income growth by investing in smaller Australian companies and outperforming the S&P/ASX Small Ordinaries Accumulation Index
Investment Strategy: The Realindex RAFI Australian Small Companies option applies Research Affiliates Fundamental Index (RAFI) methodology to companies outside the 100 largest companies listed on the Australian Securities Exchange. The strategy selects and weights companies according to their economic footprint defined by fundamental accounting measures of company size (sales, cash flow, book value and dividends). The portfolio is further enhanced by applying additional factors such as quality of earnings and debt coverage. Portfolios using the RAFI concept provide the benefits associated with traditional index funds, including low cost, low turnover, diversification, liquidity and broad market participation. By selecting and weighting stocks based on fundamental measures, the approach overcomes the limitations of traditional market capitalisation weighted indices (which overweight overpriced stocks and underweight underpriced stocks), with the aim of generating higher returns.
Margin Lenders:
Margin LenderLVRWebsite
BT Margin Lending65%BT

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.

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