DIRECT INDEXEquities · Managed Account

Global Direct Index

16.9% p.a. pre-fees
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, %

Communication 12
Cons.Discret. 10
Cons.Staples 5
Energy 3
Financials 10
Health Care 8
Industrials 2
I.T. 50
Materials 0
Real Estate 0
Utilities 0
CurrentMSCI Worldscale 0–60%

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 Oct 2026 · % (p.a. 1y+)

1m1y3y5yIncept.
Pre fees -2.52.520.515.116.9
Post investment fees -2.522014.716.5
Similar Funds
S&P 100 World ETF -2.64.522.317.018.5
MSCI World ETF -1.54.618.812.314.3

Cumulative return · growth of $10,000

Global LeadersS&P 100 World ETFMSCI World ETF
$10,000$15,000$20,000$25,000 Dec 20Dec 21Dec 22Dec 23Dec 24Dec 25Oct 26

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.