Colonial First State - Acadian Geared Global Equity
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||Colonial First State - Acadian Geared Global Equity
||Colonial First State - FirstChoice Investments (show all funds)
||Global (ex Australia)
||MSCI All Countries World Index ex Australia
||Internally Geared Fund
||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 optionís investment strategy is based on the belief that markets
are inefficient, creating price anomalies that can be exploited by a
disciplined, objective investment process. The strategy of this option
is to use gearing and Acadianís 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. The
optionís gearing effectively magnifies returns from the underlying
investments, whether they are gains or losses. The option does not
hedge currency risk.
* 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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