The Acadian Wholesale Geared Australian Equity Fund (the Fund) uses borrowing to increase exposure to the Australian equity market. The underlying strategy aims to exploit the ‘low volatility anomaly’ with the aim of providing returns similar to those of the Australian equity market but with lower absolute volatility over the full market cycle. Gearing such a strategy has the potential to provide improved drawdown protection versus a standard geared index strategy and therefore aims to provide higher expected returns at lower levels of volatility over the long term.
Acadian’s systematic investment process analyses more than 1,000 stocks daily to find the most attractive investment opportunities for inclusion in the portfolio. The Fund uses gearing which can magnify both gains and losses from the Fund’s investments.
Systematic, bottom-up analysis converts insights into risk and return forecasts
Analyses more than 1,000 stocks daily to uncover opportunities and find hidden value
Gearing increases the exposure to the Australian equity market
Investment objective: To maximise long-term returns by borrowing to invest, predominantly in a selection of Australian companies within the S&P/ASX 300 Accumulation Index, while carefully controlling portfolio risk and transaction costs. The Fund aims to outperform the S&P/ASX 300 Accumulation Index over rolling seven-year periods before fees and taxes.
|14 May 2018||Australian Equities||Quarterly||90-130||At least 7 years|
|Active stock limit||Cash limit||Management cost||Minimum investment||APIR code|
*Refer to Product Disclosure Statement for further details.
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.