International Equities Trust
Minimum investment:
- initial investment minimum balance: $20,000
- minimum additional investments: $2000.
Objective
To provide long-term growth through investment in overseas companies which meet the Australian Ethical Charter.
Overview
- the 'Global Smart Energy' fund - refer to a diagram of the Trust's investment universe (31 KB)
- managed with a moderate turnover of shares
- invests in a wide range of socially and environmentally attractive companies which may not be available for investment in Australia
- all investments have a minimum market capitalisation of A$350 million
- low cash holdings
- currency risk from international exposure is unhedged - this means that the value of the Trust’s investments in Australian dollars will vary as exchange rates vary.
Established
June 2007
Recommended minimum timeframe
- 1
- 2
- 3
- 4
- 5
- 6
- 7+
- Years
Asset Mix
90% Growth 10% Defensive
Investment risk
Investment risk illustration Low High
Unit Prices
-
1 February 2012$0.5392$0.5383$0.5375
Returns
| Total returns to 31 December 2011 | 3 months | 1 year | 3 years | 5 years | 10 years | Since Inception |
|---|---|---|---|---|---|---|
| International Equities Trust | -4.60% | -22.60% | -9.80% | -13.60% | ||
| Benchmark: MSCI World Index (AUD) | 2.10% | -5.20% | -1.40% | -7.90% |
