Colonial First State - Realindex RAFI Wholesale Australian Small Companies
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||Colonial First State - Realindex RAFI Wholesale Australian Small Companies
||Colonial First State - FirstChoice Wholesale Investments (show all funds)
||Small / Mid Market Capitalisation
||S&P/ASX Small Ordinaries Accumulation Index
||To provide long term capital and income growth by investing in smaller
Australian companies and outperforming the S&P/ASX Small Ordinaries Accumulation Index.
||The Realindex RAFI Wholesale 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.
* Statistics exclude both first and current (incomplete) financial year
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* Statistics exclude both first and current (incomplete) quarter
# Click on a quarter to jump to its chart
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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