Colonial FirstChoice Investments - Acadian Geared Global Equity
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|Colonial FirstChoice Investments - Acadian Geared Global Equity|
|Colonial First State Investments Limited|
|Equity World Other|
|(as at 29 Feb 2012)|
|30 Apr 2007|
|$8.15 million (as at 30 Jun 2014)|
|$0.729 (as at 21 Jul 2014)|
|$0.7229 (as at 21 Jul 2014)|
Fund performance (30 Jun 2014) NOTE : returns for periods greater than 1 year are annualised
Morningstar index (Mstar PG ITr Equity World Other Idx)
Market index (MSCI World NR AUD)
Asset allocation (30 Jun 2014)
|Domestic Fixed Interest||0%|
|International Fixed Interest||0%|
Objectives and Strategy
|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 option aims to outperform the MSCI World (ex Australia) Index over rolling seven-year periods before fees and taxes.|
|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 peer group valuation models, which are designed to capture a broad range of relevant characteristics such as value, earnings growth and price-related factors. This aims to systematically unearth securities with unrecognised value, as well as improving earnings prospects, to help unlock that value.|
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|Indirect Cost Ratio (ICR)||4.27% (as at 19 May 2014) (Estimated)|
|Minimum initial investment||$5,000.00|
|Minimum additional investments|
|Minimum redemption amount|
The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au
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* Dates for historical returns vary from fund to fund