The Fund aims to invest in quality companies within the best industries globally, with a long time horizon. The fund is a long only portfolio of 30-50 global stocks.
The portfolio will generally tend toward large cap stocks in developed markets, however with limited reference to the benchmark.
The manager will hedge out most currency risk on foreign assets.
The Fund aims to invest in quality companies within the best industries globally, with a long time horizon. The fund is a long only portfolio of 30-50 global stocks.
The portfolio will generally tend toward large cap stocks in developed markets, however with limited reference to the benchmark.
The manager will not hedge currency risk on foreign assets.
The Fund is an equities portfolio designed for investors in the pension phase. Through portfolio construction, the Fund will have the primary objectives of having lower portfolio volatility than the Australian market and out-performing during periods of market weakness.
The Fund will invest in a range of Australian and New Zealand securities and up to 20% of the fund can be invested in other international markets. The portfolio will typically hold 35-40 stocks.
The portfolio is structured based on a long term investment horizon.
The Fund will invest predominantly in listed securities of businesses with less than US$2 billion in annual revenues.
Investing in a concentrated portfolio of smaller businesses, which may be less liquid, and may result in higher (short term) volatility.
The Fund can hold up to 50% of the portfolio in cash.
The portfolio will typically own 15-25 securities. Given the potential to hold up to 50% cash, the minimum number of investments may fall below 15 securities.
The Manager will use CI’s VoF research framework to identify attractive long term investments.
The Fund aims to generate consistent long term returns above the Benchmark by investing in a range of Australian and New Zealand listed securities. It is a long only portfolio of 20-45 stocks.
The Fund will focus mainly on ASX 200 companies, however portfolio construction is implemented with limited reference to the Benchmark.
The portfolio is structured based on a long term investment horizon.
The Fund invests in listed securities with a minimum exposure of 75% to Australian and NZ securities (including cash) and a maximum exposure of 25% to other international markets.
The portfolio will typically consist of 20-40 stocks. The Fund can hold up to 25% of the portfolio in cash.
The portfolio is structured based on a long-term investment horizon.
The Fund aims to generate long term returns by investing in a range of internationally listed securities.
The Fund will invest in high quality companies with attractive long term propositions and through portfolio construction the Fund aims to have lower volatility than the global equities market and to out-perform the market during periods of market weakness.
It is a diversified, long only portfolio of 25-50 stocks.
The objective of the Fund is to generate long term returns by investing in a range of listed securities. The Fund will invest in a portfolio of stocks that meet CI's guidelines of founder led, family linked or employee owned companies.
The Fund will be constructed with limited reference to the Benchmark and therefore the returns of the Fund may significantly vary from the Benchmark returns. The Fund has a long term investment horizon.