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Profile

Realindex Investments

Realindex Investments Pty Limited (Realindex) is an investment management subsidiary of Colonial First State that manages approximately $2.9bn across Australian, global and emerging market shares (as at 31 December 2011). Realindex uses the Fundamental Index™ methodology in the construction of its portfolios. Realindex portfolios provide the benefits associated with traditional index funds, including lower cost, lower turnover, diversification and liquidity. By selecting and weighting stocks based on fundamental accounting measures, Realindex overcomes the potential performance drag experienced by traditional index funds which have a price–weighted portfolio. 

Realindex was incorporated as a company in September 2008 and operates under a wholesale AFSL license and is responsible for the construction, portfolio management, trading and institutional sales of service for its underlying Funds. As a wholly–owned subsidiary of Colonial First State, Realindex benefits from the balance sheet, systems and IT, back office and administration, legal, compliance and retail distribution support of a large and strong parent company. Realindex manages Australian and global share portfolios, and from January 2011 an emerging market shares portfolio.

Colonial First State

Colonial First State has been helping Australians with their investment needs since 1988. In that time Colonial First State has become one of Australia‘s leading wealth management groups, with more than A$173 billion* under management globally.

Colonial First State provides investment, superannuation and retirement products to investors across a range of asset classes including Australian and global shares, property, fixed interest, credit, infrastructure and private equity.

Research Affiliates

Research Affiliates was established in 2002 by Robert Arnott and is majority
employee–owned. The firm manages and sub–advises approximately US$87 billion** in assets across global asset allocation and fundamental index strategies with a staff of over 60.

*as at 31 December 2011
**as at 31 December 2011: Based on estimates. Includes assets managed or
sub–advised by Research Affiliates or licensees using RAFI®, eRAFI®, or GTAA strategies.