Our Funds

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CI manages eight pooled investment trusts and a number of individual mandates which invest in either Australian equities, international securities or a mixture of both.

Australian Equities Fund

The objective of the Fund is to generate long term returns above the Benchmark by investing in a range of Australian and New Zealand listed securities. It is a long only portfolio of 20-45 stocks. The Fund may own up to 10% of the portfolio in New Zealand listed securities (not listed in Australia).

Global Equities Fund (Hedged)

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.

Global Equities Fund (Unhedged)

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.

Endowment Fund

The objective of the Fund is to generate long term returns by investing in a range of listed securities. The Fund is an equities portfolio designed for investors in the pension phase and may also be suitable for charities.

Global Endowment Fund

The objective of the Fund is to generate long term returns by investing in a range of internationally listed securities. The Fund will invest in high quality companies with attractive long term propositions and through portfolio construction the Fund aims to have lower volatility than the global equities market and to out-perform the market during periods of market weakness. It is a diversified, long only portfolio of 25-50 stocks.

Brunswick Fund

The Fund invests in listed securities with a minimum exposure of 75% to Australian and NZ securities (including cash) and a maximum exposure of 25% to other international markets. The portfolio will typically consist of 20-40 stocks. The fund can hold up to 25% of the portfolio in cash.

Family & Founder Fund

The objective of the Fund is to generate long term returns by investing in a range of listed securities. The Fund will invest in a portfolio of stocks that meet CI's guidelines of founder led, family linked or employee owned companies.

Endeavour Fund

The Fund will invest predominantly in listed securities of businesses with less than US$2 billion in annual revenues. Investing in a concentrated portfolio of smaller businesses, which may be less liquid, and may result in higher (short term) volatility.