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CFS FC W Inv-FirstChoice W Geared Global Share

Ranked 22 out of 3325 in - Global over 12 months
All calculations are in AUD unless stated

Objective

To magnify long-term capital growth by borrowing to invest in a diversified portfolio of global shares. To invest in a diversified portfolio of companies. The investments are managed by combining the portfolios of a number of leading global share managers to provide an actively managed, diversified portfolio. The option utilises gearing to magnify returns from underlying investments. Investors’ capital in the option is not hedged but the option may hedge up to 100% of the currency exposure relating to the borrowings of the option.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global over : 31/08/2017 - 31/08/2018
  • Rank 22/3325 Total Return
  • Rank 1109/3325 Standard Deviation
  • Rank 149/3325 Max Drawdown
Fund Name Currency Return
20 Baron Global Advantage Fund;Retail USD

27.1%

21 Equitile Resilience Feeder A GBP Acc USD

26.9%

22 CFS FC W Inv-FirstChoice W Geared Global Share

Currency exposure is hedged

Currency exposure is hedged

AUD

26.8%

23 ENRAK Wachstum und Dividende global USD

26.6%

24 Kinetics Spin-Off and Corporate Restructuring;AdvA USD

25.8%

Fund Name Currency Loss
147 Ardevora Global Long Only Equity C USD

-3.9%

148 LO Funds - Japan Responsible Eq Enhcd JPY NA USD

-3.9%

149 SGA Global Equity Growth A USD Acc USD

-3.9%

149 CFS FC W Inv-FirstChoice W Geared Global Share

Currency exposure is hedged

Currency exposure is hedged

AUD

-3.9%

151 Abax Global Equity Prescient Feeder A1 USD

-4.0%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.4% 7.4%
2017 24.5% 4.4% 5.3% 5.3% 7.6%
2016 6.8% -8.3% 4.2% 5.4% 6.0%
2015 8.8% 13.6% -1.1% -7.2% 4.3%
2014 15.9% -1.8% 4.2% 5.3% 7.5%
2013 64.0% 12.7% 16.3% 8.9% 15.0%
2012 19.5% 16.8% -8.6% 6.8% 4.9%
2011 -6.6% 4.7% -2.7% -15.6% 8.7%
2010 -1.6% 2.5% -14.8% 5.1% 7.3%
2009 3.5% -18.0% 6.6% 15.7% 2.4%
2008 -43.6% -19.3% -9.8% -4.9% -18.6%
2007 2.6% 0.2% 4.5% -4.4% 2.5%
2006 8.6% 13.6% -9.9% 1.4% 4.5%
2005 24.6% 0.3% 3.0% 7.2% 12.5%
2004 5.1% -0.3% 13.0% -9.7% 3.3%
2003 -16.3% -20.7% 3.0% 2.1% 0.4%
2002 -38.0% -0.6% -19.3% -25.5% 3.8%
2001 15.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia

Fund Info

  • Launch date04/09/2001
  • Share Class size36Mn
  • Base currencyAUD
  • ISIN AU60FSF01708
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment100

Charges

  • Annual management1.72%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in AUD).