The objective of the Multi-Factor Growth Trust is to provide a total return, consisting of capital appreciation and income, by gaining exposure to a diversified portfolio of companies and real estate securities listed on approved developed and emerging markets and domestic and global fixed interest securities.
The Multi-Factor Growth Trust provides diversified and efficient exposure to Australian, developed market and emerging market equities, along with real estate and fixed interest in a single vehicle. The Trust incorporates a tilt to Australian equities that recognises investors' natural home bias and the advantages offered by franking credits under the system of dividend imputation.
The underlying investments offer all the advantages of the Dimensional approach in terms of efficiently delivering return for a given level of risk, enhancing portfolio stability and keeping costs as low as possible. Portfolio efficiency is aided by built-in rebalancing. As well, this single vehicle solution has the potential to lower administrative costs. For investors seeking long-term capital growth, without the burden of extensive ongoing involvement in asset allocation and rebalancing processes, this is an attractive solution.
The Multi-Factor Growth Trust provides diversified and efficient exposure to Australian, developed market and emerging market equities, along with real estate and fixed interest in a single vehicle. The Trust incorporates a tilt to Australian equities that recognises investors' natural home bias and the advantages offered by franking credits under the system of dividend imputation.
The underlying investments offer all the advantages of the Dimensional approach in terms of efficiently delivering return for a given level of risk, enhancing portfolio stability and keeping costs as low as possible. Portfolio efficiency is aided by built-in rebalancing. As well, this single vehicle solution has the potential to lower administrative costs. For investors seeking long-term capital growth, without the burden of extensive ongoing involvement in asset allocation and rebalancing processes, this is an attractive solution.


