State Street Australian Equity Fund
State Street Global Equity Fund
What Investors Can Learn from 2021’s Most Popular Equity Trades
Investors today are focused not just on the return potential of their portfolios, but also on the potential for excess risk and cost, so we have designed active equity solutions that aim to put investors’ primary objectives at the centre of portfolio construction.
Our Active Equity solutions utilise a systematic stock selection process, incorporating a range of security evaluation measures, to select a portfolio of securities that is expected to produce superior risk adjusted returns compared with the cap-weighted index.
Investing in a global fund with Australian dollars can seem daunting given the fluctuations in value against other currencies. We manage currency risk using SSGA’s Dynamic Strategic Hedging programme (“DSH”). Rather than choosing the Fund to be unhedged or fully hedged, we adjust the hedge ratio for each currency in the portfolio according to our medium to long-term assessment of that currency’s economic value relative to the Australian dollar.
Chief Investment Officer, Global AQE
Toby Warburton, CFA, Ph.D.
Co-Head of Portfolio Management, Active Quantitative Equity
Senior Portfolio Manager, Active Quantitative Equity
Head of Portfolio Management – Australia, Active Quantitative Equity
For more than 30 years, research and innovation have been at the core of our efforts to deliver outperformance for our clients.
Contact your State Street Global Advisors relationship manager, or email us to learn how to invest in AQE.
Investing involves risk including the risk of loss of principal. Equity securities may fluctuate in value in response to the activities of individual companies and general market and economic conditions. Investing in foreign domiciled securities may involve risk of capital loss from unfavourable fluctuation in currency values, withholding taxes, from differences in generally accepted accounting principles or from economic or political instability in other nations.
Exp. Date: 31/08/2022