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Cfs Fc W Pen-cfs Index Australian Bond (LP65001594)

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2.126 +0.010    +0.45%
18/04 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 581.75M
Type:  Fund
Market:  Australia
Issuer:  Commonwealth/Colonial Group
ISIN:  AU60FSF05451 
Asset Class:  Bond
CFS FC W Pen-CFS W Index Aus Bond 2.126 +0.010 +0.45%

LP65001594 Overview

 
On this page you'll find an in-depth profile of Cfs Fc W Pen-cfs Index Australian Bond. Learn about the key management, total assets, investment strategy and contact information of LP65001594 among other information.
Category

Equity World Large Value

Total Assets

581.75M

Expenses

Inception Date

Jul 12, 2004

Investment Strategy

The option adopts a high conviction, long-only global share strategy which aims to: create shareholder wealth as a result of their intentional management strategy and/or business models; identify stocks that are priced at a significant discount to conservative estimates of cash-based, long-term intrinsic value; and demonstrate a reasonable investment ‘margin of safety’ in the analysis of these two attributes. This leads to the option having a style that is both valuation and quality focused. The option does not hedge currency risk.

Contact Information

Address 201 Sussex Street
Sydney,NSW 2000
Australia
Phone +61 2 93782000
Fax +61 02 9118 7192

Top Executives

Name Title Since Until
River He Associate Analyst 2023 Now
Biography River He, CFA, is an associate analyst at Altrinsic Global Advisors. He has over seven years of research experience in emerging markets. Prior to joining Altrinsic in 2023, Mr. He was an analyst at Cartica Management. Previously he held various equity research positions at Fidelity International in China and Hong Kong. He received a Bachelor of Business Administration in Accounting from Northeastern University in China and an MBA from the Fuqua School of Business at Duke University. Mr. He holds the Chartered Financial Analyst designation.
Robert Silgardo Analyst 2021 Now
Biography Robert Silgardo, CFA, is an analyst at Altrinsic Global Advisors with a primary focus on the technology sector. He also has over 20 years of research experience in emerging markets. Prior to joining Altrinsic in 2021, Mr. Silgardo was an analyst at Westwood International Advisors. Previously he was an analyst at RBC Global Asset Management. He received a Bachelor of Applied Science in Chemical Engineering from the University of Waterloo. Mr. Silgardo holds the Chartered Financial Analyst designation.
Elijah Crago Associate Analyst 2021 Now
Biography Elijah Crago, CFA, is an associate analyst at Altrinsic Global Advisors. Prior to joining Altrinsic in 2021, Mr. Crago was a senior research associate at Bernstein. He received a BS in Finance and Accounting from Syracuse University. Mr. Crago holds the Chartered Financial Analyst designation.
Alice Popescu Portfolio Manager/Analyst 2021 Now
Biography Alice Popescu, CFA, CMT, is a portfolio manager/analyst at Altrinsic Global Advisors with a primary focus on the consumer sector and focus on emerging markets. Prior to joining Altrinsic in 2021, Ms. Popescu was a portfolio manager at Westwood International Advisors. Previously, she was an associate portfolio manager at AGF Investments. Ms. Popescu received a BS in Finance and International Business from the Stern Business School of New York University. She holds the Chartered Financial Analyst and the Chartered Market Technician designations.
Rich McCormick - 2019 Now
Biography Mr. McCormick is a principal and portfolio manager/analyst at Altrinsic Global Advisors with primary focus on the financials sector. Prior to joining Altrinsic in 2009, Mr. McCormick was a research analyst at Blackmont Capital Inc. Previously, he was manager of global risk management at Scotia Bank.  Mr. McCormick received a BCom from St. Mary’s University and an MBA from Dalhousie University.  He holds the Chartered Financial Analyst designation.
Peter Rutter Head of Global Equities 2015 Now
Biography Peter is a Senior Portfolio Manager with over 15 years of experience. Prior to joining Royal London Asset Management, Peter was Head of Global Equities at Waverton Investment Management, where he worked alongside Kenney and Clarke under the same team construct. Prior to this, Peter was a partner at Iron Bridge Capital Management for six years, where he co-managed the £3bn Iron Bridge Global Select equity strategy delivering a successful 5-year performance track record. Previously, he worked closely with Kenney in the global equities team at Deutsche Asset Management. Peter graduated from Christ’s College, Cambridge University, with a starred double first class degree in Geography, is a CFA charter holder and a chartered management accountant (ACMA, CGMA).
Will Kenney Portfolio Manager 2015 Now
Biography Education: 1999 - Durham University -- BS Economics & Politics
James Clarke Portfolio Manager 2015 Now
Biography James is a Portfolio Manager with over 15 years of experience. Prior to joining Royal London Asset Management, James was Head of Global Equities at Waverton Investment Management, where he worked alongside Kenney and Rutter under the same team construct. Prior to this, James was a partner at Iron Bridge Capital Management for six years, where he co-managed the £3bn Iron Bridge Global Equity strategy with Rutter, delivering a successful performance track record. Previously, he worked closely with Kenney on the global equities team at Deutsche Asset Management. James graduated from Warwick University with an honours degree in Economics and is a CFA charterholder.
Helena Sessions Principal, Analyst 2014 Now
Biography Helena Sessions, CFA, is a principal and analyst at Altrinsic Global Advisors with a primary focus on the industrials, materials, and utilities sectors. Prior to joining Altrinsic in 2014, Ms. Sessions was a senior research associate at Tradewinds Global Investors. Previously, she was a financial analyst for Banc of America Securities. Ms. Sessions received a BS in Operations Research and Industrial Engineering from Cornell University, School of Engineering. She holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts.
Geoffrey MacPhail Principal, Analyst 2013 Now
Biography Geoffrey MacPhail, CFA, is a principal and analyst at Altrinsic Global Advisors with a primary focus on the communication services and industrials sectors. Prior to joining Altrinsic in 2013, Mr. MacPhail was an associate at Red Sky Capital Management Ltd. He received a BCom (Honors) from Queens University School of Business. Mr. MacPhail holds the Chartered Financial Analyst designation.
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