Fact Sheets


Australian Shares

Australian shares represent part ownership in a company and usually provide income payments through dividends and can produce growth if the share price increases.


Key Asset Classes

Investors have different investment needs, and the mix of assets they hold in their portfolio will be one of their key determinants in delivering to that need.


Infrastructure Assets

Infrastructure assets can be broadly described as facilities, services and networks which provide essential economic and social services to the public.

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Bonds (or fixed income)

When an investor purchases a bond, he or she is lending money to a borrower. In return for the loan, the borrower promises to pay the investor a specified rate of interest (coupon) during the life of the bond and to repay the face value of the bond (the ʻparʼ value) when it matures.

Stocks and shares

International Shares

International shares are shares that trade on international stock exchanges (e.g. New York and London Stock Exchange) and if 100% unhedged, the value of international shares will be impacted by movements in currencies.

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Alternative Assets

Some major alternative assets include hedge funds, private equity, venture capital, direct property/real estate, direct infrastructure, currency funds, commodities, art, antiquities and wine.

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Australian Real Estate
Investment Trusts (A-REITs)

A-REITs is a unitised portfolio of property assets, listed on the Australian stock exchange. In Australia, such investment structures were known as listed property trusts prior to March 2008 but were renamed to be more consistent with international terms.

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Australian Listed
Small Companies

Australian listed small companies are a subset of Australian shares. As at 31st January 2018, there are 198 listed small companies on the Australian share market and generally have a market capitalisation of between $135,160,00 and $5,230,000,000.

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Asset Class Diversification

By investing across different asset classes, the good performance of one class can offset the underperformance of another class, to provide smoother and more consistent returns.

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