Our Funds: Domestic & International Equities

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CI manages pooled investment trusts, including managed investment trust, and a number of individual mandates.

Brunswick Fund

The objective of the Fund is for its long term returns to exceed the Benchmark. However, 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.

Endeavour Fund

The objective of the Fund is to generate long term returns above an absolute return hurdle of 8% per annum. The Endeavour Fund will invest predominantly in listed securities of businesses with less than US$2 billion in annual revenues.

Global Equities Fund (Hedged)

The objective of the Fund is to outperform the benchmark over the long term. The Fund will be constructed with limited reference to the benchmark, and therefore the Fund's returns may vary significantly from the Benchmark's return.

Global Equities Fund (Unhedged)

The objective of the equity fund is to outperform the benchmark over the long term. The Fund will be constructed with limited reference to the benchmark, and therefore the fund's returns may vary significantly from the Benchmark's return.

Australian Equities Fund (Wholesale)

The objective of the wholesale fund is to generate 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 may own up to 10% of the portfolio in New Zealand listed securities (not listed in Australia).

Endowment Fund

The objective of the Fund is to generate long term returns by investing in a range of listed securities. The Fund is an equities portfolio designed for investors in the pension phase and may also be suitable for charities.

Global Endowment Fund

The objective of the Fund is 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. Through effective global endowment management, the Fund aims to achieve low volatility compared to the broader 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.

Family & Founder Fund

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 family linked, employee owned, or founder led companies.

Park Road Fund

The objective of the Fund is to generate long term returns above S&P / ASX 300 Accumulation Index. The Cooper Investors Park Road Fund has a long term investment horizon.