Cooper Investors


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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