Global Direct Index
since inception3
Fund profile
- Number of stocks
- 35-75
- Objective
- Large Global Stocks
- Management
- Passive
- Hedging
- Optional4
Suggested minimums1
- Initial investment
- $1,000
- Additional deposits
- $1
- Time invested
- 5 years +
Fees· % p.a.
- Investment fee
- 0.17%
- Indirect cost ratio
- 0.00%
- Performance fee
- None
- Admin fee2
- Varies by platform
Sector weights · vs MSCI World, %
Investor suitability
Investors who have a high tolerance for risk and a long term investment timeframe.
Risk level
Very High. 6 or greater negative annual return over any 20 period. Same as benchmark since inception.
Platforms available on
Praemium, Interactive Brokers.
Investment objective
This is a passive strategy designed to provide a (gross of fees) return approximating the MSCI World Index in AUD over rolling five year periods by investing in the largest 40 equity securities listed on developed market exchanges.
Returns to Jul 2026 · % (p.a. 1y+)
| 1m | 1y | 3y | 5y | Incept. | |
|---|---|---|---|---|---|
| Pre fees | -0.3 | 10.1 | 18 | 15 | 17.1 |
| Post investment fees | -0.4 | 9.7 | 17.6 | 14.7 | 16.8 |
| Similar Funds | |||||
| S&P 100 World ETF | 0.9 | 14.2 | 20.7 | 16.9 | 19.1 |
| MSCI World ETF | -1.2 | 9.6 | 16.4 | 12.4 | 14.7 |
Cumulative return · growth of $10,000
Investment strategy
The model provides exposure to a portfolio of the largest global equities by market capitalisation. The model will generally hold the 40 largest equity securities listed on developed market exchanges with securities selected using a rules-based approach. The portfolio may tend to underperform when larger companies underperform smaller companies within the index.