Colonial First State - Acadian Wholesale Global Equity Long Short
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||Colonial First State - Acadian Wholesale Global Equity Long Short
||Colonial First State - FirstChoice Wholesale Investments (show all funds)
||Global (inc Australia)
||MSCI All Countries World Index
||To maximise risk-adjusted, long-term returns by investing in undervalued
stocks and short selling overvalued stocks from around the world, while
carefully controlling portfolio risk and transaction costs.
||The option’s investment strategy is based on the belief that markets are
inefficient, creating price anomalies that can be exploited by a disciplined,
objective investment process.Acadian's investment approach employs
structured stock and sector/country valuation models, which are designed
to capture a broad range of relevant characteristics such as value,
earnings growth and price-related factors. This allows Acadian to
systematically unearth securities with unrecognised value, as well as
improving earnings prospects, to help unlock that value. Undervalued
stocks will be purchased and overvalued stocks will be selectively short
sold. Undervalued stocks will be purchased and overvalued stocks will be
selectively short sold. The option will generally maintain a gross long
exposure of 130% and a gross short exposure of 30% (130/30), with an
upper limit of 150/50. The fund may partially hedge currency risk up to
50% of the fund’s value.
* Statistics exclude both first and current (incomplete) financial year
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* Statistics exclude both first and current (incomplete) quarter
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Performance data assumptions
Performance is calculated on an initial investment of $10,000 using entry price, with distributions reinvested using actual unit price. No tax or contribution fees have been deducted from the results. If your own investment was subject to contribution fees or if you did not reinvest distributions, your returns may be less than that shown. Your after-tax returns will also be less. Data is sourced directly from fund managers, but we offer no warranty as to the accuracy of the data, we suggest you verify the data from other sources before acting on the information on this site.
These charts show historical performance only and give no indication of future performance. This information is general in nature and does not take into account your personal circumstances, goals or investment objectives. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making any investment decisions.
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