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.
The Investment Process
Source: SSGA. The information contained above is for illustrative purposes only.
Managing Currency in Global Portfolios
To Hedge or Not to Hedge?
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.
Meet the Team
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.
This website is intended for persons resident in Australia. State Street Global Advisors, Australia Services Limited ABN 16 108 671 441, AFSL Number 274900 ("SSGA, ASL") is the product issuer. State Street Global Advisors, Australia, Limited (AFSL Number 238276, ABN 42 003 914 225) (“SSGA Australia”) is the Investment Manager. The material on this website is general information only and does not take into account your individual objectives, financial situation or needs.
You should seek professional advice and consider the Product Disclosure Statement (PDS) and target market determination, available at www.ssga.com, before deciding whether to acquire or continue to hold units in the Funds.
You can access our PDS online or by calling us. The offer made in our PDS is available to persons receiving the PDS within Australia and applications from outside Australia will not be accepted. Past performance is not a reliable indicator of future performance. Investing entails risks and there can be no assurance that State Street Global Advisors will achieve profits or avoid incurring losses.
Investing involves risk including the risk of loss of principal. This material should not be considered a solicitation to apply for interests in the Funds and investors should obtain independent financial and other professional advice before making investment decisions. There is no representation or warranty as to the currency or accuracy of, nor liability for, decisions based on such information. Performance quoted represents past performance, which is not a reliable indicator of future results. Investment return and principal value will fluctuate, so you may have a gain or loss when shares are sold. Current performance may be higher or lower than that quoted.