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| | Home | Investment | Wholesale Investment | Wholesale Global Equity - Value Fund | |
Wholesale Global Equity Value Fund
Overview
The Wholesale Global Equity – Value Fund ('the Fund') invests predominantly in international shares chosen for their potential to provide long-term capital growth.
This Fund aims to
Provide you with long term capital growth and to outperform the Morgan Stanley Capital International World Index (Total Returns with Net Dividends Reinvested in Australian dollar terms), after costs and over rolling five year periods.
What the Fund invests in?
The Fund holds a diversified portfolio of global stocks in companies that will typically have low share prices in relation to their projected long-term earnings power.
Who should invest in the Fund?
The Fund suits investors prepared to accept a high level of volatility and risk as a trade-off for returns that might typically be expected to be above those returned by other asset classes over the longer term
Product information update
Enhancements to investment strategy - currency management
From 1 October 2008, AXA’s Wholesale Global Equity – Value Fund (the Fund) will use active currency management with the objective to enhance return and potentially lower risk over the long term. Active currency management includes cross currency trading, and may involve the Fund gaining foreign currency exposure where no underlying asset related currency exposure exists.
Changes to the buy/sell margin
Effective 1 April 2007, the Fund’s buy margin will be decreased from 0.35% to 0.20%. The buy margin will be applied to all new investments into the Fund. In addition, the Fund’s sell margin will be decreased from 0.35% to 0.20%. The sell margin will be applied to all redemptions from the Fund.
 | Unit Price | 31/08/10 | Entry Price | 0.6228 | Exit Price | 0.6203 |  |
This product summary is only provided for information purposes. It does not contain investment recommendation nor provides investment advice. Professional investment advice can help you determine your tolerance to risk as well as your need to attain a particular return on your investment. We strongly encourage you to obtain detailed professional advice and to read the relevant offer document in full before making an investment decision. Units in the fund will only be issued upon receipt of an application form accompanying a current disclosure document. The information is provided for persons in Australia only and is not provided for the use of any person who is in any other country.
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