Our Performance

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

01/Brunswick

Table Chart FY Return

Past performance is not a reliable indicator of future performance
Inception Date: 1 July 2004
*Annualised

Source: Internal CI data reports, March 31, 2025

Past performance is not a reliable indicator of future performance

Source: Internal CI data reports, March 31, 2025

Past performance is not a reliable indicator of future performance
Inception Date: 1 July 2004
**Net of fees and expenses
#S&P/ASX 200 Accumulation Index

02/Endeavour

Table Chart FY Return

Past performance is not a reliable indicator of future performance
^Partial Year (inception date was August 2021)
*Annualised

Source: Internal CI data reports, March 31, 2025

Past performance is not a reliable indicator of future performance

Source: Internal CI data reports, March 31, 2025

Past performance is not a reliable indicator of future performance
Inception Date: 1 September 2021
**Net of fees and expenses
#S&P ASX 200 Accumulation Index
##Absolute return hurdle of 8% per annum

03/Global Equities (Hedged)

Table Chart FY Return

Past performance is not a reliable indicator of future performance
Inception Date: 1 December 2004. Initially, the Fund invested predominately in Australian equities. However since May 2006, the Fund has been invested in a broad range of global equities. With effect from 1 October 2020, the benchmark for changed to the MSCI ACWI 100% Hedged to AUD net dividends (previously MSCI AC World net dividends in local currency)
*Annualised

Source: Internal CI data reports, March 31, 2025

Past performance is not a reliable indicator of future performance

Source: Internal CI data reports, March 31, 2025

Past performance is not a reliable indicator of future performance
Inception Date: 1 December 2004. Initially, the Fund invested predominately in Australian equities. However since May 2006, the Fund has been invested in a broad range of global equities. With effect from 1 October 2020, the benchmark for changed to the MSCI ACWI 100% Hedged to AUD net dividends (previously MSCI AC World net dividends in local currency)
**Net of fees and expenses
#MSCI MSCI ACWI 100% Hedged to AUD net dividends

04/Global Equities (Unhedged)

Table Chart FY Return

Past performance is not a reliable indicator of future performance
Inception Date: 1 September 2008
*Annualised

Source: Internal CI data reports, March 31, 2025

Past performance is not a reliable indicator of future performance

Source: Internal CI data reports, March 31, 2025

Past performance is not a reliable indicator of future performance
Inception Date: 1 September 2008
**Net of fees and expenses
#MSCI AC World Index Net Divs in Australian Dollars

05/Australian Equities Fund (Wholesale)

Table Chart FY Return

Past performance is not a reliable indicator of future performance
Inception Date: 4 July 2002
*Annualised

Source: Internal CI data reports, March 31, 2025

Past performance is not a reliable indicator of future performance

Source: Internal CI data reports, March 31, 2025

Past performance is not a reliable indicator of future performance
Inception Date: 4 July 2002
**Net of fees and expenses
#S&P ASX 200 Accumulation Index

06/Endowment

Table Chart FY Return

Past performance is not a reliable indicator of future performance
Inception Date: 3 March 2014
*Annualised

Source: Internal CI data reports, March 31, 2025

Past performance is not a reliable indicator of future performance

Source: Internal CI data reports, March 31, 2025

Past performance is not a reliable indicator of future performance
Inception Date: 3 March 2014
**Net of fees and expenses
#S&P/ASX 200 Accumulation Index, adjusted for franking credits

07/Global Endowment

Table Chart FY Return

Past performance is not a reliable indicator of future performance
Inception Date: 5 December 2016
*Annualised

Source: Internal CI data reports, March 31, 2025

Past performance is not a reliable indicator of future performance

Source: Internal CI data reports, March 31, 2025

Past performance is not a reliable indicator of future performance
Inception Date: 5 December 2016
**Net of fees and expenses
#MSCI AC World Net Divs AUD

08/Family and Founder

Table Chart FY Return

Past performance is not a reliable indicator of future performance
^Partial Year (inception date was 2 July 2019)
*Annualised

Source: Internal CI data reports, March 31, 2025

Past performance is not a reliable indicator of future performance

Source: Internal CI data reports, March 31, 2025

Past performance is not a reliable indicator of future performance
Inception Date: 2 July 2019
**Net of fees and expenses
#MSCI Midcap Net Dividends AUD
##MSCI AC World net dividends in Australian Dollars

09/Park Road

Table Chart

Past performance is not a reliable indicator of future performance
*Annualised (inception date was August 2021)

Source: Internal CI data reports, March 31, 2025

Past performance is not a reliable indicator of future performance

Source: Internal CI data reports, March 31, 2025