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Cfs Fc W Pen-cfs Index Australian Bond (LP65001594)

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2.160 -0.002    -0.08%
30/10 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
Issuer:  Commonwealth/Colonial Group
ISIN:  AU60FSF05451 
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 662.54M
CFS FC W Pen-CFS W Index Aus Bond 2.160 -0.002 -0.08%

Cfs Fc W Pen-cfs Index Australian Bond Overview

 
On this page you'll find an in-depth profile of Cfs Fc W Pen-cfs Index Australian Bond. Learn about the key management, total assets, investment strategy and contact information of LP65001594 among other information.
Category

Bonds - Australia

Total Assets

662.54M

Expenses

Inception Date

Jul 12, 2004

Investment Strategy

The option adopts a high conviction, long-only global share strategy which aims to: create shareholder wealth as a result of their intentional management strategy and/or business models; identify stocks that are priced at a significant discount to conservative estimates of cash-based, long-term intrinsic value; and demonstrate a reasonable investment ‘margin of safety’ in the analysis of these two attributes. This leads to the option having a style that is both valuation and quality focused. The option does not hedge currency risk.

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
Craig Vardy Portfolio Manager 2024 Now
Biography Craig Vardy is Head of Australia Fixed Income. He is a member of Asia Pacific Fixed Income in BlackRock's Global Fixed Income Group Mr. Vardy's service with the firm dates back to 1992, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he was responsible for the management of cash and fixed income portfolios. He joined BGI's predecessor BZW Investment Management which was subsequently transitioned across to Barclays Global Investors Australia Limited in 1996, where he was responsible for the preparation of the BARCEP (Barclays Australia Consensus Earnings Profile) report before moving into the investment team. Prior to joining BZW, Craig worked in the equities and fixed income divisions of Mercantile & General Reinsurance Company. Mr. Vardy earned a BA degree in business from Charles Sturt University.
Pavel Pospisil - 2024 Now
Biography "Pavel Pospisil, CFA, is a member of Asia Pacific Fixed Income in BlackRock's Global Fixed Income group. Pavel is a portfolio manager in the Australian Fixed Income team with a specific focus on the index and enhanced fixed income strategies. Mr. Pospisil's service with the firm dates back to 2003, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to assuming his current role, Mr. Pospisil was responsible for the overall management of the performance and reporting function in Australia for four years. Prior to this role, Mr. Pospisil was an analyst within the performance team, responsible for the measurement, evaluation and reporting of investment performance results for the BGI range of funds and client portfolios. Prior to joining BGI, Mr. Pospisil was a performance analyst at Westpac Investment Management and ING Investment Management. Mr. Pospisil earned a BEc degree in 1998 from the Technical University, Ostrava in the Czech Republic, a MA degree in Economics in 2000 from the University of Economics, Prague in the Czech Republic, is a CFA Charterholder and holds a Certificate in Investment Performance Measurement (CIPM) from the CFA Institute."
Jonathan Armitage - 2022 2024
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."
Robert Graham-Smith - 2021 2024
Biography "Robert joined the Colonial First State Investments Team in February 2021. In his current role he is the Investment Manager for Colonial First State’s Alternatives Portfolio, responsible for research and portfolio construction for Alternatives as well as contributing to research for other asset classes. Robert has worked in financial services and investment management for 25+ years with core expertise in alternative investments as well as covering traditional asset classes - in both public and private markets and across superannuation, high net worth and retail client sectors. Prior to joining Colonial First State, Robert was a senior investment analyst at Mine Super, covering liquid alternatives, property and fixed income/credit. Before this, Robert was a senior analyst / portfolio manager within the multi-manager team at Perpetual Investments, with a focus on hedge fund and absolute return investments, fixed income and credit. From 2004 until 2012, Robert was the portfolio manager for the Select Alternatives Portfolio and responsible for the day to day management of Select Portfolio Solutions at Select Asset Management. Robert’s expertise in alternative investments began in 1999 when he returned from London and joined DB Absolute Return Strategies, the hedge fund specific business within the Deutsche Bank group, working as a senior hedge fund analyst, investment specialist and quantitative specialist for absolute return products. Prior to that, Robert worked in London for Deutsche Bank, ING Barings and for KPMG in London and Perth. Robert holds a Bachelor of Commerce from the University of Western Australia majoring in accounting and finance, and is a Chartered Accountant (Chartered Accountants Australia and New Zealand)"
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