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Our Performance

CI manages eight pooled investment trusts and a number of individual mandates which invest in either Australian equities, international securities or a mixture of both.

01/Australian Equities Fund


Past performance is not a reliable indicator of future performance
Inception Date: 4 July 2002
*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

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

Past performance is not a reliable indicator of future performance
Inception Date: 1 July 2004
*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

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