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CFS FC W Inv-Stewart Inv W Worldwide Leaders

Ranked 2757 out of 3156 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 : 30/06/2016 - 30/06/2017
  • Rank 2757/3156 Total Return
  • Rank 2947/3156 Standard Deviation
  • Rank 2277/3156 Max Drawdown
Fund Name Currency Return
2756 Planetarium Fund Riverfield Equities Z USD

9.4%

2757 CFS FC W Inv-Stewart Inv W Worldwide Leaders

Currency exposure is hedged

Currency exposure is hedged

AUD

9.4%

2758 Perspective Universal Selection Short Term 4 USD

9.4%

2759 BL Equities Horizon B Cap USD

9.4%

Fund Name Currency Risk
2945 TowerView Fund Growth A Cap USD

10.9

2945 Delaware International Small Cap Fund;A USD

10.9

2947 CFS FC W Inv-Stewart Inv W Worldwide Leaders

Currency exposure is hedged

Currency exposure is hedged

AUD

10.9

2948 Pro Fonds (Lux) Premium B USD

10.9

2949 Edmond de Rothschild Fund-Premiumsphere A EUR USD

11.0

2949 ODIN Global C USD

11.0

2949 Global Equity Value Select USD

11.0

Fund Name Currency Loss
2277 Nykredit Invest Engros Globale Fokusaktier USD

-4.5%

2277 CFS FC W Inv-Stewart Inv W Worldwide Leaders

Currency exposure is hedged

Currency exposure is hedged

AUD

-4.5%

2277 Epoch Global Equity Investor Series USD

-4.5%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 2.8% 6.7%
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 size78Mn
  • 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).