Cooper Investors

Products

In addition to discrete portfolios managed for individual clients, Cooper Investors manages 6 wholesale trusts. The minimum investment in each case is $500,000.

CI Brunswick Fund

The CI Brunswick Fund utilises the expertise of the Manager’s Australian, Asian and global investment teams to construct a concentrated equities portfolio (typically 20-40 stocks). At least 75% of the equities portfolio is invested in Australian and New Zealand stocks and a maximum 25% may be invested in international companies. Up to 25% of the portfolio may be held in cash.

Information Memorandum*

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Important announcement

We would like to advise that as of Monday the 16th of October 2017 the Brunswick Fund will be closed for the foreseeable future to new and additional investments from external parties.

Since inception to the 30th of September 2017 the Brunswick Fund has out-performed the ASX 200 Accumulation Index by 8.4% per annum. An important factor in maintaining the ability of the strategy to continue to out-perform its benchmark is ensuring that the fund is able to invest in opportunities across a range of market capitalisation stocks.

For the foreseeable future we now believe, in current market conditions, that in order to protect returns for existing investors we have reached the capacity limit for the strategy.

If you have any questions about the closure of the fund to new and additional investments please contact Amanda Perry on aperry@cooperinvestors.com or 03 9660 2651.