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Acadian Wholesale Geared Global Equity Fund

Overview

The Acadian Wholesale Geared Global Equity Fund (the Fund) seeks to capture long-term capital appreciation by borrowing to invest in a portfolio of global equity securities excluding the Australian market.

 

Acadian’s systematic investment process analyses more than 40,000 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

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

Analysis

Analyses more than 40,000 stocks daily to uncover opportunities and find hidden value

Gearing

Gearing increases the exposure to the global equity market

FUND FACTS

Investment objective: To maximise risk-adjusted, long-term returns by borrowing to invest in stocks from around the world, while carefully controlling portfolio risk and transaction costs. The Fund aims to outperform the MSCI World (ex Australia) Index over rolling seven-year periods before fees and taxes.

Inception

Style

Distribution

Holdings

Investment horizon

April 2007 Global equity - long/short Half-yearly (December and June) 400-600 At least 7 years
Active stock limit Cash limit Management cost Minimum investment APIR code
+2.25% Max 10% 1.21%(g)/2.62%(n)*
$25,000 FSF0891AU

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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