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Overview

The Acadian Australian Defensive Income fund aims to provide investment returns with a relatively low degree of volatility. This portfolio includes cash, long and short Australian equity holdings, which aims to preserve capital, provide stable income, and generate returns through stock selection. The strategy may be suitable for tax aware investors as it generates Franking Credits.1

Analysis

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

Opportunities

Analyses more than 1,000 stocks daily to uncover opportunities and find hidden value

Combines

Achieves low volatility by combining cash and investments with long and short equity holdings of equal magnitude

FUND FACTS

Investment objective: The Fund aims to provide investment returns in excess of the Reserve Bank of Australia cash rate over rolling three-year periods before fees and taxes, with a relatively low degree of volatility.

Inception

Style

Distribution

Holdings

Investment horizon

19 December 2008 Fixed income, cash and equity market neutral Quarterly 250-300 At least 3 years
Active stock limit Long/Short exposure Management cost Minmum Investment APIR code
0.6% +/- 10% to +/- 35%
0.61% p.a2
$25,000 FSF0973AU

Resources

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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