International Shares
Objective
- to provide long-term growth through investment in overseas companies which meet the Australian Ethical Charter.
Overview
- '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 strategy’s investments in Australian dollars will vary as exchange rates vary.
Previous name
World Strategy
Established
August 2007
Recommended minimum timeframe
- 1
- 2
- 3
- 4
- 5
- 6
- 7+
- Years
Asset Mix
95% Growth 5% Defensive
Investment risk
Investment risk illustration Low High
Unit Prices
-
27 January 2012$0.5766$0.5762$0.5759
Returns
| Total returns to 31 December 2011 | 3 months | 1 year | 3 years | 5 years | 10 years | Since Inception |
|---|---|---|---|---|---|---|
| International Shares | -3.40% | -18.60% | -7.90% | -12.30% | ||
| Benchmark: MSCI World Index (AUD) | 2.10% | -5.20% | -1.40% | -7.90% |
