General Information

CLAL Antipodes Global Fund (Pension)
ClearView Life Nominees Pty Limited
CVW6830AU
Equity World Large Growth
Not Rated
Allocated Pension
22 Mar 2017
$13.1 million (as at 14 Dec 2017)
$1.1135 (as at 14 Dec 2017)
$1.1068 (as at 14 Dec 2017)

Fund performance (30 Nov 2017)

NOTE : returns for periods greater than 1 year are annualised
  1 Month % 3 Month % 6 Month % 1 Year % p.a. 2 Year % p.a. 3 Year % p.a. 5 Year % p.a. 10 Year % p.a.
Total return 3.41 8.34 6.63 - - - - -
Growth return 3.41 8.34 6.63 - - - - -
Income return 0 0 0 - - - - -

Market index (MSCI World Ex Australia NR AUD)

Total return 3.23 11.36 7.47 20.51 10.29 12.62 19.38 6.45
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Fund Performance Comparison

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Asset Allocation (30 Nov 2017)

Australian Equities 0%
International Equities 88.10%
Cash 11.90%
Property 0%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

The aim of the Fund is to achieve absolute returns in excess of the MSCI All Country World Net Index in AUD over the investment cycle (typically 3-5 years).
The Fund may be suitable for investors with an investment horizon of over five years that seek capital growth and income via exposure to global stocks and are willing to accept the shorter term fluctuations in price typically associated with such investments.

Offer information

Indirect Cost Ratio (ICR) 2.25% (as at 30 Jun 2017)
Minimum initial investment
Minimum additional investments
Minimum redemption amount $100.00

Top 10 holdings (as at 30 Nov 2017)

Holding Type % of Portfolio
Cisco Systems Inc Equity 4.81%
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