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Acadian Wholesale Sustainable Global Equity Fund

Overview

The Acadian Wholesale Sustainable Global Equity Fund (the Fund) uses quantitative modelling and fundamental insights to identify socially responsible global equity stocks and reduce exposure to carbon intensive companies.

 

The investment approach is both multi-faceted and highly adaptable, which allows Acadian to take advantage of attractive stocks opportunities as they arise. Acadian casts a wide net to discover the most attractive investment opportunities for inclusion in the portfolio, analysing more than 40,000 stocks daily.

Analysis

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

Systematic

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

ESG

Shares are selected using Environmental, Social and Governance (ESG) investment criteria and aim to reduce exposure to carbon intensive companies.

FUND FACTS

Invest in a socially responsive global equity fund that uses systematic expertise to unearth attractive investment opportunities and reduce exposure to carbon intensive companies.

 

Investment objective: To maximise risk-adjusted, long term active returns from a diversified portfolio of global securities while actively incorporating a range of Environmental, Social and Governance (ESG) investment criteria and reducing exposure to carbon intensive companies relative to the benchmark. The Fund aims to outperform the MSCI World (ex-Australia) Index over rolling four-year periods before fees and taxes.

Inception

Style

Distribution

Holdings

Investment horizon

31 May 2005 Global equity – Long Only, Active, Sustainability focus
Half-yearly (June and December)
200 - 400
At least 7 years
Stock limit Cash limit Management cost Minimum investment APIR code
Max 2.25%
0 – 5%
1.21% p.a. $25,000 FSF0710AU
 

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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