IronBridge Capital Management – International Shares
Investment objectives and strategies
- To outperform the MSCI World (ex Australia) Index in Australian dollars over rolling three year periods.
Risk / return profile
- High to very high.
- Corresponding high returns.
- Likelihood of negative annual return in any one year; one in every three to four years.
- Investment is fully exposed to currency fluctuations.
- Manager is permitted to invest a limited proportion of the portfolio in emerging countries.
Investment style
- Active style blend of growth and value stock selection.
- Utilises proprietary concept “Life Cycle” which defines the path of analysis for fundamental research and for ensuring proper diversification in the portfolio construction process.
Asset mix
|
Range |
Benchmark |
| Growth assets |
|
100% |
| International shares |
- |
100% |
| Defensive assets |
|
0% |
|
This investment manager may invest a proportion of this option's assets in cash for management purposes from time to time. |