Research Review: Hedging international equities exposures

Compiled by PortfolioConstruction Forum | 10 November 2011

We asked the fund research houses: In the short term, we often see dramatic differences in the performance of hedged vs unhedged international equities portfolios. How much (if any) of an international equities allocation should be hedged assuming a 10-year investment timeframe?

Lonsec's response

Lonsec believes that on a strategic basis, an unhedged exposure to global equities is appropriate over the long-term (i.e. 10 years or mor...