Smaller Companies
Objective
- to provide long-term growth focusing on smaller Australian and overseas companies that meet the Australian Ethical Charter.
Overview
- managed with a higher turnover of shares
- investments in Australian and international shares
- low cash holdings
- shares selected for growth
- 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
Equities Strategy
Established
December 1998
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
-
11 May 2012$2.8981$2.8969$2.8961
Returns
| Total returns to 30 April 2012 | 3 months | 1 year | 3 years | 5 years | 10 years | Since Inception |
|---|---|---|---|---|---|---|
| Smaller Companies | 8.00% | -5.30% | 5.70% | 1.10% | 7.50% | 8.40% |
| Benchmark: S&P/ASX Small Industrials | 12.70% | 2.50% | 13.30% | -6.70% | 5.50% | 6.30% |
