Growth
Objective
- to provide long-term growth through investment in larger listed companies on Australian and overseas stock exchanges that meet the Australian Ethical Charter. Returns are expected to be more volatile than comparable benchmarks.
Overview
- managed with a moderate turnover of shares
- dividend paying shares sought
- invests predominantly in Australian companies but includes a significant allocation to international shares
- all investments have a minimum market capitalisation of A$500 million
- low cash holdings
- cross-investments may occur in the Australian Ethical International Equities Trust to achieve its international exposure
- substantial hedging against significant negative impacts caused by adverse movements in exchange rates.
Suits
- members in the accumulation phase who want to grow their super over the long term and members seeking higher levels of risk to achieve potentially higher returns.
Previous name
Large Companies Share Strategy
Established
December 1998
Recommended minimum timeframe
- 1
- 2
- 3
- 4
- 5
- 6
- 7+
- Years
Asset Mix
85% Growth 15% Defensive
Investment risk
Investment risk illustration Low High
Asset Allocation
- Australian shares
- Cash
- Interest-bearing investments
- International shares
- Property
Unit Prices
-
27 January 2012$2.2075$2.2064$2.2053
Returns
| Total returns to 31 December 2011 | 3 months | 1 year | 3 years | 5 years | 10 years | Since Inception |
|---|---|---|---|---|---|---|
| Growth | 2.80% | -11.00% | -1.40% | -5.20% | 3.20% | 6.20% |
| Benchmark: Melded index | 3.50% | -4.00% | 4.80% | -4.70% | 2.00% | 5.10% |
