Products and performance
There are five funds managed by Realindex*:
- Realindex Australian Share
- Realindex Australian Small Companies
- Realindex Global Share
- Realindex Global Share Hedged
- Realindex Emerging Markets
| Class A net performance summary as at 31 January 2012 | ||||||
|---|---|---|---|---|---|---|
|
3 months |
6 months |
1 year |
2 year |
3 year |
Since inception p.a. |
Australian shares |
||||||
Realindex Australian Share^ |
-0.64% |
-0.33% |
-6.54% |
-0.40% |
12.76% |
10.29% |
S&P / ASX 200 Accumulation Index |
0.06% |
-1.20% |
-6.17% |
0.88% |
11.21% |
9.52% |
Outperformance |
-0.70% |
0.86% |
-0.37% |
-1.28% |
1.55% |
0.77% |
Australian small companies |
||||||
Realindex Australian Small Companies^ |
-0.70% |
-4.46% |
-10.58% |
-0.44% |
17.67% |
12.89% |
S&P / ASX Small Ordinaries Accumulation Index |
-0.71% |
-6.83% |
-13.46% |
1.68% |
16.48% |
13.32% |
Outperformance |
0.01% |
2.37% |
2.88% |
-2.12% |
1.20% |
-0.43% |
Global shares |
||||||
Realindex Global Share^ |
1.72% |
-3.83% |
-12.60% |
-3.99% |
-0.71% |
-0.12% |
MSCI All Countries World ex-Australia Net Index |
2.35% |
-1.61% |
-9.53% |
-1.72% |
-0.90% |
-0.70% |
Outperformance |
-0.63% |
-2.22% |
-3.07% |
-2.27% |
0.19% |
0.57% |
Global shares hedged |
||||||
Realindex Global Share Hedged^ |
3.73% |
-2.68% |
-3.66% |
7.07% |
18.02% |
16.33% |
MSCI All Countries World ex-Australia Net Index AUD Hedged |
4.44% |
-0.85% |
-0.45% |
9.04% |
17.11% |
15.14% |
Outperformance |
-0.70% |
-1.82% |
-3.21% |
-1.96% |
0.91% |
1.19% |
Emerging Markets |
||||||
Realindex Emerging Markets^^ |
4.49% |
-4.82% |
-11.75% |
|
|
-13.74% |
MSCI Emerging Markets Net Index |
2.50% |
-6.52% |
-12.41% |
|
|
-14.95% |
Outperformance |
1.99% |
1.70% |
0.66% |
|
|
1.21% |
^Inception: 17 November 2008
^^Inception: 20 January 2011
For more information on how to invest refer to the IM or PDS.
Past performance is no indication of future performance. Calculations are based on exit price to exit price with distributions reinvested, after ongoing fees and expenses
Management cost current at December 2011. Realindex – Class A Funds are only available through non FirstChoice platforms. The management costs are different for the options/ funds available through the FirstChoice platform. Each platform has varying additional service fees and performance. Please visit the Colonial First State website for further information regarding Wholesale funds including performance details.
*These funds are issued by Colonial First State and managed by Realindex Investments Pty Limited.
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