To provide long term capital and income growth by investing in global shares and outperforming the MSCI All Countries World Index net dividends reinvested), in Australian dollar terms.

Investment Strategy:

The Realindex RAFI Wholesale Global Share option applies Research Affiliates’ Fundamental Index (RAFI) methodology to global shares. The strategy selects and weights companies according to their economic footprint defined by fundamental 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. This option does not hedge currency risk. 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 accounting 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 Lender	LVR	Website
BT Margin Lending	75%	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.