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
- 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
-
29 July 2010$0.7203$0.7188$0.7173
Returns
| To 30 June 2010 | 6 months | 1 year | 2 years | 3 years | 5 years | 10 years | Since Inception |
|---|---|---|---|---|---|---|---|
| International Equities Trust | -3.05% | 1.14% | -8.44% | -10.73% | -11.31% | ||
| Benchmark: MSCI World Index (AUD) | -4.10% | 5.64% | -5.73% | -10.82% | -10.73% |