Index style

For clients seeking a passive style of investment we offer an enhanced index style. This style aims to replicate the performance of the Australian share market (specifically the S&P/ASX 200 Accumulation Index) using a standard index-based investment approach as well as using return enhancement techniques.

A range of predominantly liquidity-driven techniques are used, such as market-making, participating in floats, placements and sub-underwriting. Because of this, there is the opportunity to enhance or beat the benchmark index return. To achieve these returns enhanced index funds take on slightly higher levels of risk, relative to benchmark, than a pure indexed fund.

Enhanced Index Share Fund

Date of inception
September 1995

Investment strategy
Applies an enhanced index style to investing in companies listed on the Australian Stock Exchange.

Objective
To provide a total return, before costs and before tax, 0.5% higher than the return from the benchmark on a rolling 12 months basis.

Performance benchmark
S&P ASX 200 Accumulation Index.

Suggest investment time frame
5 to 7 years

Level of risk
High