Performance Summary
Past performance is not a reliable indicator of future performance
Source: Internal CI data reports, October 31, 2024
Inception Date: 3 March 2014
*Annualised
Investment Objective
The objective of the fund is to outperform the benchmark over the long term. The Fund will be constructed with limited reference to the benchmark, and therefore the fund's returns may vary significantly from the Benchmark's return.
$100k Invested Since Inception (net)
Past performance is not a reliable indicator of future performance
Source: Internal CI data reports, October 31, 2024
Since Inception Returns in Up/Down Markets (Net)
Portfolio Snapshot
Source: Internal CI data reports, October 31, 2024
name | region | subset |
---|---|---|
BHP Group Ltd | Australia | Cyclicals |
CSL Limited | Australia | Growth |
Macquarie Group Ltd | Australia | Stalwarts |
Westpac Banking Corporation | Australia | Stalwarts |
National Australia Bank Limited | Australia | Stalwarts |
Sector Exposure
Subsets of Value
Market Capitalisation
Further Information
Looking for further information regarding the Fund, please don’t hesitate to get in touch: