The Australia and New Zealand folio was developed for investors seeking higher capital appreciation potential and diversification through Pacific Rim markets with higher volatility.
The Australia and New Zealand folio represents the largest companies in the Pacific Rim region, excluding Japan.
Australia is rich in natural resources, is a major exporter of metals, minerals, fossil fuels, and agricultural products and is gradually transforming into a service oriented economy. New Zealand is considered to be a diverse market with an export-oriented agricultural sector.
Last Updated: July 13, 2018
Inception Date: 2007-07-18 00:00:00.0
Date Funded: 2009-08-31*
|Year to Date||-5.85%||5.86%|
|1 Year Volatility||12.68%||12.54%|
* Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.
(% of Folio)
|1||CAJ||canon inc adr||8.00%|
|2||EWA||ishares msci australia index fund||52.00%|
|3||HMC||honda motor ltd amern shs||8.00%|
|4||IX||orix corp adr||8.00%|
|5||MUFG||mitsubishi ufj finl group inc ads||8.00%|
|6||NMR||nomura hldgs inc adr||8.00%|
|7||SMFG||sumitomo mitsui finl group inc sponsored||8.00%|
There are generally less than 10 securities in this folio, although, this number can change.
If the characteristics of the Folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a Folio has been updated that you place orders to update your holdings.