Diversified Alpha is a core systematic strategy designed to deliver consistent, risk-adjusted returns above the benchmark, with Environmental, Social and Governance (ESG) considerations embedded into the process.
We build portfolios using a combination of powerful data analysis and expert human oversight, selecting stocks from a universe of more than 2000 companies across major developed and emerging markets. These companies are chosen for their ability to deliver outperformance.
Our proprietary process and experienced team identifies alpha insights using data science and a wide range of data sources, from conventional accounting measures through to machine learning and textual analysis. ESG insights are key to the strategy and can be used as a source of alpha, in addition to a range of ethical screens.
Why invest in Diversified Alpha?
What are the risks?
Although all investments carry risk, the level of risk is dependent on the type of investment strategy and the underlying investments. Generally, the higher the potential return of an investment, the greater the risk.
The risks of investing in Realindex strategies include:
Investment in equities is exposed to risks due to changes in that company or its business environment.
Investment returns are influenced by the performance of the markets as a whole.
For investments in international assets, which have currency exposure, there is potential for adverse movements in exchange rates to reduce their Australian dollar value.
As with any investment, there are no guarantees on the value of the investment or the income generated from it. Investors may get back less than the original amount invested. For a full description of the terms of investment and the risks, please see the Product Disclosure Statement for each fund.