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Acadian Australian Managed Volatility Equity Fund

Overview

The Acadian Australian Managed Volatility Equity Fund (The Fund) is an actively managed equity investment strategy that seeks to capture returns similar to that of an Australian equity index, but with significantly lower absolute volatility and superior downside protection over the long term. Limiting absolute risk has the potential to allow investors to compound wealth more efficiently and steadily.

Analysis

Daily analysis of over 1,000 stocks to uncover opportunities and find hidden value

Research

Systematic, bottom-up research converts insights into risk and return forecasts

Weighted

Weighting towards less- volatile stocks with low levels of correlation creates a low-volatility portfolio

FUND FACTS

Access the growth potential of Australian shares with a fund that aims to deliver similar returns to the market benchmark, at significantly lower risk.

 

Investment objective: To provide returns similar to those of the S&P/ASX 300 Accumulation Index, but with lower absolute volatility and superior downside protection, over the longer term. Limiting absolute risk has the potential to allow investors to compound wealth more efficiently and steadily than traditional capitalisation weighted indices. The Fund aims to achieve at least 95% of the return of the S&P/ASX 300 Accumulation Index over rolling three-year periods before fees and taxes.

Inception date

Style

Distribution

Holdings

Investment horizon

22 May 2017 Australian Equity - long only Half-yearly (June & December) 90-130 stocks 5 to 7 years
Active stock limit Cash limit Management cost Minimum investment APIR code
Max 4% 0-5% 0.56% p.a. $25,000
FSF9952AU

Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (Colonial First State) is the issuer of the FirstChoice range of super and pension products from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. Colonial First State also issues interests in products made available under FirstChoice Investments and FirstChoice Wholesale Investments. This is based on the understanding of current regulatory requirements and laws as at the date of publication. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including Colonial First State or any member of the Commonwealth Bank group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information. This information for the adviser only and is not to be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. Clients should read the PDS and FSG before making an investment decision and consider talking to a financial adviser. The PDS and FSG can be obtained from colonialfirststate.com.au or by calling us on 13 18 36.


From time to time, Colonial First State enters into alliance partnerships with dedicated and experienced investment specialists. Each alliance represents an agreement for Colonial First State to provide third party distribution services within the Australian Financial Services intermediary market.

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