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Cfs Fc Esup-cfs Lifestage 1965-69 (0P0000YXLI)

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2.320 -0.002    -0.07%
20/11 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
Issuer:  Commonwealth/Colonial Group
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.69B
CFS FC ESup-FirstChoice Lifestage1965-69 2.320 -0.002 -0.07%

Cfs Fc Esup-cfs Lifestage 1965-69 Overview

 
On this page you'll find an in-depth profile of Cfs Fc Esup-cfs Lifestage 1965-69. Learn about the key management, total assets, investment strategy and contact information of 0P0000YXLI among other information.
Category

Multisector Life Stages-1960s

Total Assets

1.69B

Expenses

Inception Date

Jun 11, 2013

Investment Strategy

To invest in a diverse range of assets that are expected to provide long-term capital growth, but which may have a high level of short-to-medium-term volatility. Over time, the portfolio’s exposure to assets with volatile returns will be reduced to provide greater short-term security. The option may use derivatives with the objective of managing portfolio volatility. The portfolio aims to hedge currency risk except for part of the allocation to global shares (which may include emerging market shares).

Contact Information

Address South Buidling 11 Harbour St Sydney
Sydney,NSW 2001
Australia
Phone 13 13 36
Fax +61 02 9303 3200

Top Executives

Name Title Since Until
Al Clark - 2023 Now
Biography "Al recently joined Colonial First State Investments in April 2023 as Head of Investments, where Al and the team are responsible for managing Colonial’s range of multi-sector fund offerings. Al has close to three decades of experience investing in diversified funds, having constructed and managed multi-asset portfolios for institutional and retail clients since the ‘90’s. Prior to joining Colonial, Al was Head of Investments at MLC Asset Management where his team was responsible for managing all the Choice diversified funds. Previous experience for Al has included stints offshore, first as Head of Multi-Asset, Asia for Schroders in Singapore followed by time as Global Head of Multi-Asset for Nikko in Tokyo. Al has also worked in asset management for local firms BT and Macquarie. Al started his investment career as trader on the Sydney Futures Exchange in the early ‘90’s. Al has a Masters of Applied Finance from Macquarie and Bachelor of Science from the University of Canberra"
Jonathan Armitage - 2022 Now
Biography "Jonathan is a highly regarded investments executive with nearly 30 years of global experience, having worked in Australia, the United Kingdom and United States. He has a strong reputation as a leader in asset management. Most recently Jonathan was the Chief Investment Officer and General Manager of Asset Management at MLC. His responsibilities included managing multi-asset diversified funds, fixed income, private equity and alternative capabilities. He joined MLC in August 2011 as Head of Global Equities, before becoming Head of Equities in December 2011 and being appointed Chief Investment Officer in March 2013. Prior to MLC, Jonathan spent 20 years at Schroders, where he held roles including Head of US Equities and Deputy Head of Global Equities. As Chief Investment Officer, Jonathan will lead the Investments Team to expand our investment capabilities and bring a dynamic and agile approach to anticipating emerging issues and market opportunities."
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