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: January 15, 2021
Inception Date: July 18, 2007
|Year to Date||7.5%||0.39%|
|1 Year Volatility||44.22%||34.75%|
* Returns reflect unfunded model performance from the Inception Date to the present. 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. No membership or trading fees (other than the indirect cost of the bid-ask spread applicable whenever a transaction is conducted) are included in reported performance.
Note: Tickers and weights for RTG Folios are only available when logged in.
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. RTGs are updated using market data from multiple sources including Zacks Investment Research ( www.zacks.com ), International Data Corporation (IDC) ( www.idc.com ), and other suppliers.