How to invest
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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.
The Investment Manager aims to invest in the most attractive investment opportunities identified by CI's VoF research philosophy, through the lens of a long term investment horizon.
The Investment Manager will apply the CI Way which includes applying the VoF methodology applied to a focused Watchlist of companies, a combination of quantitative and qualitative research and an extensive company visitation programme.
Diversification of portfolio risks will be achieved through owning stocks across different countries, currencies, industries and market capitalisations.
Portfolio construction is implemented with limited reference to the Benchmark. Specific stock, country and industry weightings are entirely at the discretion of the Manager and will be selected based on the risk and return profiles of the industries and stocks in question.
The Fund is a long only portfolio of 30-50 global stocks. The manager will use forward exchange contracts or options to hedge out most currency risk on the foreign assets.
Inception Date: 12 January 2004
Initially the Fund invested predominantly in Australian equities. However, since May 2006 the Fund has been invested in a broad range of global equities.
| 3 Months | 1 Year | 2 Year | 3 Year | 5 Year | 7 Year | 10 Year | Since inception cumulative | Since inception annualised | |
|---|---|---|---|---|---|---|---|---|---|
| CI Global Equities Strategy (Hedged) (Gross) | 0.80% | -7.79% | 0.59% | 6.45% | 7.12% | 10.71% | 10.78% | 556.75% | 10.87% |
| Benchmark 1 | -0.94% | -7.69% | 0.38% | 7.73% | 5.67% | 9.43% | 9.22% | 312.20% | 8.07% |
| Value Added | 1.74% | -0.10% | 0.21% | -1.28% | 1.45% | 1.28% | 1.56% | 244.55% | 2.80% |
Inception Date: 12 January 2004
1. Benchmark: MSCI ACWI 100% Hedged to AUD net dividends.
Initially the Fund invested predominantly in Australian equities. However, since May 2006 the Fund has been invested in a broad range of global equities.
Please contact us.