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Cfs Fc W Pen-cfs Australian Share (LP65001606)

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5.738 +0.020    +0.41%
18/04 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 201.1M
Type:  Fund
Market:  Australia
Issuer:  Commonwealth/Colonial Group
ISIN:  AU60FSF05295 
Asset Class:  Equity
CFS FC W Pen-FirstChoice W Aus Share 5.738 +0.020 +0.41%

LP65001606 Overview

 
On this page you'll find an in-depth profile of Cfs Fc W Pen-cfs Australian Share. Learn about the key management, total assets, investment strategy and contact information of LP65001606 among other information.
Category

Equity Australia Large Blend

Total Assets

201.1M

Expenses

Inception Date

Jul 12, 2004

Investment Strategy

To invest in a diversified portfolio of predominantly Australian companies. The investments are managed by a number of leading Australian share managers which have different, yet complementary, investment styles, which is designed to deliver more consistent returns with less risk than would be achieved if investing with a single investment manager. The underlying managers of this option may use long short strategies.

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
Jonathan Armitage - 2022 Now
Biography "Jonathan is a highly regarded investments executive with nearly 30 years of global experience, having worked in Australia, the United Kingdom and United States. He has a strong reputation as a leader in asset management. Most recently Jonathan was the Chief Investment Officer and General Manager of Asset Management at MLC. His responsibilities included managing multi-asset diversified funds, fixed income, private equity and alternative capabilities. He joined MLC in August 2011 as Head of Global Equities, before becoming Head of Equities in December 2011 and being appointed Chief Investment Officer in March 2013. Prior to MLC, Jonathan spent 20 years at Schroders, where he held roles including Head of US Equities and Deputy Head of Global Equities. As Chief Investment Officer, Jonathan will lead the Investments Team to expand our investment capabilities and bring a dynamic and agile approach to anticipating emerging issues and market opportunities."
Ben Lam - 2016 Now
Biography "Ben joined the Colonial First State FirstChoice Investments team in May 2016.   Primarily, Ben has responsibility for undertaking research and providing advice in relation to manager selection and portfolio management of the FirstChoice Australian Share, Australian Small Companies, Australian Property Securities, Global Property Securities and Global Infrastructure Securities portfolios.   Previously, Ben was a Senior Analyst in the Investment and Research Governance team at BT. From 2007 to 2015, Ben was a consultant and Manager researcher at Mercer Investments.  In his role at Mercer, Ben had dual responsibilities as an investment consultant and member of the Real Estate boutique, as lead researcher for Australian Direct property, back-up researcher for REIT’s and consultant to clients on their property portfolios.   Ben holds a Bachelor of Commerce degree, majoring in Accounting & Finance from University of New South Wales. He also completed the Certified Investment Management Analyst Program in 2010"
Andrew Howlett - 2004 Now
Biography "Andrew joined the Colonial First State Investments team in March 2002 following the merger of Colonial First State and Commonwealth Investment Management. Andrew is the Investment Manager for Colonial First State’s Global equity portfolios. He is responsible for manager research and portfolio construction for Global Equities, including Emerging Markets and Asian Shares. Andrew was previously involved in research and management of several asset class portfolios, including the development and management of Alternatives Portfolio, and manager selection and portfolio management for the Global Property and Infrastructure portfolios. Andrew commenced work with William M Mercer Investment Consulting in February 1998 as an Actuarial Analyst, moving to Commonwealth fund services in November 1999 as a Senior Performance Analyst and then to Commonwealth Investment Management in October 2001 as a Quantitative Analyst. Andrew holds a Bachelor of Economics degree, majoring in Actuarial Studies and Finance. In 2010, he completed the Certified Investment Management Analyst Program."
Peter Dymond - 2004 2023
Biography Peter Dymond joined the Colonial First State FirstChoice Investments Team in March 2002 following the merger of Colonial First State and Commonwealth Investment Management. His current role as Senior Investment Manager has responsibility for the provision of advice and selection and ongoing monitoring of external fund managers for FirstChoice. Peter also has responsibility for ensuring that the research process is maintained and focussed. From May 2001 until March 2002, Peter was employed by Commonwealth Investment Management in the position of Portfolio Manager, Implemented Advice. Peter moved into this role from Commonwealth Financial Services, where he was the Head of the Superannuation and Retirement Income Product Management teams since 1999. This role included responsibility for a range of multi manager funds. Prior to joining the Commonwealth Group in 1997, Peter gained extensive experience in the management and distribution of retail and corporate financial products through Product Management, Marketing, Technical, Customer Service and Administrative roles with GIO (two years), Connelly Temple (two years) and National Mutual (five years).
Scott Tully - 2004 2022
Biography Scott joined Colonial First State in March 2002 following the merger of Colonial First State and Commonwealth Investment Management. He is head of the FirstChoice Investments team, responsible for managing Colonial First State’s range of FirstChoice multi manager, multi-index and lifestage portfolios. The FirstChoice portfolios have total funds under management in excess of $30 billion (at June 2014). Having spent three years with William M Mercer in the field of Superannuation Consulting, Scott joined State Bank of NSW in 1992 as an Actuarial Analyst and subsequently had a variety of roles in credit, market risk and financial markets. After the Commonwealth Bank acquired Colonial (and its subsidiary Colonial State Bank) in 2000, Scott was appointed Vice President, Strategic Planning working directly for the Head of Institutional Banking. In 2001, he joined Commonwealth Investment Management in the role of Portfolio Manager, Implemented Advice, providing investment advice to the Group’s life companies as well as developing the investment options underpinning the FirstChoice platform.
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