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CFS FC W Inv-FirstChoice W Geared Global Share

Ranked 577 out of 3373 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 : 30/11/2017 - 30/11/2018
  • Rank 577/3373 Total Return
  • Rank 2500/3373 Standard Deviation
  • Rank 1788/3373 Max Drawdown
Fund Name Currency Return
577 CFS FC W Inv-FirstChoice W Geared Global Share

Currency exposure is hedged

Currency exposure is hedged

AUD

0.0%

577 Sundaram Global Brand-Classic USD

0.0%

579 BNY Mellon Global Leaders USD A Acc USD

0.0%

Fund Name Currency Loss
1788 BERENBERG-1590-FLEXIBLE ALLOKATION A USD

-11.9%

1788 CFS FC W Inv-FirstChoice W Geared Global Share

Currency exposure is hedged

Currency exposure is hedged

AUD

-11.9%

1788 BMO SelectClass® Equity Growth Portfolio USD

-11.9%

1788 Franklin Global Growth Fund Series A USD

-11.9%

1788 JPMorgan Global Unconstrained Equity Fund;I USD

-11.9%

1788 GM 5 (V) USD

-11.9%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.4% 7.4% 5.6%
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 size33Mn
  • 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).