01/Australian Equities Fund
02/Global Equities (Hedged)
Past performance is not a reliable indicator of future performance
Inception Date: 1 December 2004. Initially, the Fund invested predominately in Australian equities. However since May 2006, the Fund has been invested in a broad range of global equities. With effect from 1 October 2020, the benchmark for changed to the MSCI ACWI 100% Hedged to AUD net dividends (previously MSCI AC World net dividends in local currency)
*Annualised
Source: Internal CI data reports, December 31, 2024
Past performance is not a reliable indicator of future performance
Source: Internal CI data reports, December 31, 2024
03/Global Equities (Unhedged)
Past performance is not a reliable indicator of future performance
Inception Date: 1 September 2008
*Annualised
Source: Internal CI data reports, December 31, 2024
Past performance is not a reliable indicator of future performance
Source: Internal CI data reports, December 31, 2024
04/Endowment
Past performance is not a reliable indicator of future performance
Inception Date: 3 March 2014
*Annualised
Source: Internal CI data reports, December 31, 2024
Past performance is not a reliable indicator of future performance
Source: Internal CI data reports, December 31, 2024
05/Global Endowment
Past performance is not a reliable indicator of future performance
Inception Date: 5 December 2016
*Annualised
Source: Internal CI data reports, December 31, 2024
Past performance is not a reliable indicator of future performance
Source: Internal CI data reports, December 31, 2024
06/Brunswick
07/Family and Founder
Past performance is not a reliable indicator of future performance
^Partial Year (inception date was 2 July 2019)
*Annualised
Source: Internal CI data reports, December 31, 2024
Past performance is not a reliable indicator of future performance
Source: Internal CI data reports, December 31, 2024
08/Endeavour
Past performance is not a reliable indicator of future performance
^Partial Year (inception date was August 2021)
*Annualised
Source: Internal CI data reports, December 31, 2024
Past performance is not a reliable indicator of future performance
Source: Internal CI data reports, December 31, 2024