Investment Objectives

The CCIIM International Equities Unit Trust aims to match the performance of the MSCI World ex Australia Index over rolling five year periods.

Investor Profile

The Trust is suitable for investors looking for capital growth from an exposure to a diverse portfolio of Global shares. Investment returns will fluctuate, with the possibility of a negative return in some periods. The Trust should be viewed as an investment with a long-term investment horizon i.e. for at least five years.

Investment Policy

The Trust is designed to closely track its benchmark in terms of exposure to constituent industry sectors. This is to ensure no significant deviation from benchmark performance. The investment process seeks to add value from stock selection. 50% of the portfolio has a currency hedging overlay.

The assets of the trust may be invested directly or via existing wholesale unlisted trusts.

Fund Managers (as at 30 November 2011)

• Overseas Shares
• Schroders Investment Management
• MFS Investment Management
• DWS Global Equity Thematic Fund