Wholesale Geared Global Equity Fund

The Acadian Wholesale Geared Global Equity Fund (the Fund) seeks to capture long-term capital appreciation by borrowing to invest in a portfolio of global equity securities excluding the Australian market.

Acadian’s systematic investment process analyses more than 40,000 stocks daily to find the most attractive investment opportunities for inclusion in the portfolio. The Fund uses gearing which can magnify both gains and losses from the Fund’s investments.

 
FUND FACTS

Investment objective: To maximise risk-adjusted, long-term returns by borrowing to invest in stocks from around the world, while carefully controlling portfolio risk and transaction costs. The Fund aims to outperform the MSCI World (ex Australia) Index over rolling seven-year periods before fees and taxes.

Inception

Style

Distribution

Holdings

Investment horizon

April 2007

Global equity - long/short

Half-yearly (December and June)

400-600

At least 7 years

Active stock limit

Cash holding

Management cost

Minimum investment

APIR code

+2.25%

Max 10%

1.22%(g)/2.70(n)* 

$25,000

    FSF0891AU

*Refer to Product Disclosure Statement for further details

FUND DOCUMENTS

Quarterly Factsheet    Platform Availability    Product Disclosure Statement

Acadian Australia is a wholly owned subsidiary of Acadian Asset Management LLC (“Acadian”), a U.S. registered investment adviser regulated by the U.S. Securities and Exchange Commission.

Acadian is exempt from the requirement to hold an Australian Financial Services License under the Corporations Act 2001 (Cth). Acadian is regulated by the Securities and Exchange Commission ("SEC") under United States of America laws, which differ from Australian laws. This website is intended only to provide a summary of the subject matter covered. It does not purport to be comprehensive or to provide legal, taxation or other advice on the subject matter. No reader should act on the basis of any matter contained in this website without first obtaining specific professional advice.

The information on this web page is provided to you because Acadian Australia reasonably believes that you are a "wholesale client" within the meaning of that term under the Corporations Act 2001 (Cth) ("Corporations Act") and not any other class of persons. This information is not an advertisement and is not intended to induce retail clients to invest in any product. Retail clients who are interested in products referenced on this website should contact their financial adviser.

In Australia ‘Colonial’, ‘Colonial First State’, and ‘CFS’ are trademarks of Colonial Holding Company Limited and all of these trademarks are used on this website with consent.