Global Shares - $A Hedged Option - iQ Retirement (Pension)

Manager Allocation (%) Color
Global Shares - $A Hedged Option
Brandywine Global Investment Management
7 #333333
Joh. Berenberg, Gossler & Co. KG
5 #333333
Nissay Asset Management
10 #333333
Numeric Investors
11 #333333
Oaktree Capital
10 #333333
PineStone Asset Management
11 #333333
Redwheel
7 #333333
Russell Investments
17 #333333
Sanders Capital
16 #333333
Wellington Management Company
6 #333333
As at 18/04/2024
Asset Class Allocation (%) Color
Unmapped Asset Class Category
100 #333333
As at 18/04/2024
Fund Allocation (%) Color
Unmapped Asset Class Category
Global Shares - $A Hedged Option
100 #333333
As at 18/04/2024
Performance (As at 31/3/2024)
Inception Date 1 Month 3 Months 1 Year 3 Years 5 Years Since Inception
24/11/2017 3.68% 8.89% 19.61% 5.53% 8.92% 7.17%
Past performance is not a reliable indicator of future performance. Performance is net of fees and charges. Performance for periods longer than 1 year are annualised. This information has been prepared for the purpose of providing general information, without taking into account your objectives, financial situation or needs. Before making an investment decision, you need to consider whether this information is appropriate to your objectives, financial situation or needs. Please consult your financial adviser. This information has been compiled from sources considered to be reliable, but is not guaranteed. Any potential investor should consider the relevant PDS in deciding whether to acquire, or continue to hold units in a fund.

Fund detail

Assets under management $(As at 17/04/2024)
Fund inception 24th November 2017
Minimum Investment timeframe 7 years
Investment return objective Earn a return above benchmark, after costs, over rolling 5 year periods.
Investment strategy Predominantly exposed to a broad range of international shares listed on stock exchanges in developed and emerging international markets. May also be exposed to derivatives and emerging market equity securities. Underlying foreign currency exposures are largely hedged back to Australian dollars.