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CFS FC W Inv-FirstChoice W Geared Global Share

Ranked 184 out of 3286 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 : 31/05/2017 - 31/05/2018
  • Rank 184/3286 Total Return
  • Rank 1821/3286 Standard Deviation
  • Rank 159/3286 Max Drawdown
Fund Name Currency Return
182 Abax Global Equity C USD USD

18.5%

182 Baillie Gifford Global Alpha Equity Fund;3 USD

18.5%

184 CFS FC W Inv-FirstChoice W Geared Global Share

Currency exposure is hedged

Currency exposure is hedged

AUD

18.5%

185 Sygnia 4th Industrial Revolution Global Equity A USD

18.5%

186 Calamos Global Equity A USD Acc USD

18.3%

Fund Name Currency Risk
1821 FSE 3 SA de CV SIRV B2 USD

9.3

1821 Veri ETF-Allocation Dynamic (R) USD

9.3

1821 AG World Equity A Acc USD USD

9.3

1821 FPA Paramount Fund USD

9.3

1821 KBC Equity Fund Trends Cap USD

9.3

1821 CFS FC W Inv-FirstChoice W Geared Global Share

Currency exposure is hedged

Currency exposure is hedged

AUD

9.3

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

-3.9%

158 UBS (CH) Inst Fd-Eq Global (x CH) Quantitative I-B USD

-3.9%

159 SGA Global Equity Growth A USD Acc USD

-3.9%

159 Zurich Investments Global Thematic Share

Currency exposure is hedged

Currency exposure is hedged

AUD

-3.9%

159 CFS FC W Inv-FirstChoice W Geared Global Share

Currency exposure is hedged

Currency exposure is hedged

AUD

-3.9%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.4%
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 management1.77%
  • Initial investment0

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