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CFS FC W Inv-Stewart Inv W Worldwide Leaders

Ranked 2742 out of 3086 in - Global over 12 months
All calculations are in AUD unless stated

Managed by

Sashi Reddy

Sashi Reddy is a Portfolio Manager at Stewart Investors. The Global Emerging Markets/ Asia Pacific (ex-Japan) team manages funds in Asia Pacific, Emerging Market, Worldwide and Sustainable Development equity investment strategies on behalf of clients. Sashi joined the team in July 2008 and he serves as the lead Portfolio Manager of the Indian Subcontinent OEIC. Sashi has an engineering degree from the National Institute of Technology, Trichy and an MBA from the Schulich School of Business, York University in Toronto.

Objective

To provide long-term capital growth that exceeds the MSCI All Country World Index over rolling five-year periods before fees and taxes. This option invests in a focused selection of companies that exhibit positive attributes such as attractive valuation, a robust business model, a capable management team and abundant growth opportunities. Close attention is paid to the risk profile of the portfolio with the intention that outperformance of the option is driven by consistent stock selection rather than any unintended asset allocation bias.

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

Performance

Global over : 28/02/2016 - 28/02/2017
  • Rank 2742/3086 Total Return
  • Rank 936/3086 Standard Deviation
  • Rank 1772/3086 Max Drawdown
Fund Name Currency Return
2740 Carnegie Fund - Worldwide Ethical 1 A Cap USD

7.8%

2740 smart-invest I - EQUITY PROTECT - R (D) USD

7.8%

2742 CFS FC W Inv-Stewart Inv W Worldwide Leaders

Currency exposure is hedged

Currency exposure is hedged

AUD

7.8%

2743 ABCM Global Allocation R USD

7.8%

2743 Cosmos Lux International CHF B USD

7.8%

Fund Name Currency Risk
936 Smith & Williamson Blairmore Glbl Eq A USD USD

9.0

936 CPR Global Equity All Regime - P USD

9.0

936 Vanguard Global Equity Fund;Investor USD

9.0

936 CFS FC W Inv-Stewart Inv W Worldwide Leaders

Currency exposure is hedged

Currency exposure is hedged

AUD

9.0

Fund Name Currency Loss
1772 Sogeretraite Actions USD

-4.5%

1772 Epoch Global Equity Investor Series USD

-4.5%

1772 CFS FC W Inv-Stewart Inv W Worldwide Leaders

Currency exposure is hedged

Currency exposure is hedged

AUD

-4.5%

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 7.1% -0.5% 7.9% 0.5% -0.7%
2015 11.9% 9.9% -2.2% 3.8% 0.3%
2014 9.6% -2.8% 1.2% 1.7% 9.5%
2013 43.4% 7.6% 15.6% 5.9% 8.9%
2012 12.8% 10.9% -5.6% 4.3% 3.3%
2011 -3.8% 3.2% -2.8% -7.4% 3.6%
2010 -4.8% 0.6% -7.6% -0.6% 3.0%
2009 -3.9% -12.4% 0.7% 8.0% 0.8%
2008 -24.3% -12.1% -5.7% -0.3% -8.5%
2007 4.2% 0.8% 3.5% -2.4% 2.3%
2006 8.1% 9.9% -6.4% 1.5% 3.5%
2005 19.0% 0.9% 2.8% 5.2% 9.0%
2004 5.4% 0.3% 9.3% -6.1% 2.4%
2003 -9.6% -13.1% 1.7% 1.6% 0.7%
2002 -23.6% 0.7% -12.5% -16.0% 3.2%
2001 -8.6% -5.9% 2.5% -14.0% 10.1%
2000 7.4% 13.3% -2.0% 5.9% -8.6%
1999 19.4% 1.7% 1.0% -1.4% 18.0%
1998 27.0% 15.8% 11.4% -17.1% 18.8%
1997 11.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia

Fund Info

  • Launch date30/07/1997
  • Share Class size63Mn
  • Base currencyAUD
  • ISIN AU60FSF00478
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management1.17%
  • Initial investment0

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