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Cfs Fc W Pen-ironbark Rl Con Glb Share (LP65001564)

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3.363 +0.010    +0.26%
15/05 - Delayed Data. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 213.86M
Type:  Fund
Market:  Australia
Issuer:  Commonwealth/Colonial Group
ISIN:  AU60FSF05550 
Asset Class:  Equity
CFS FC W Pen-Altrinsic W Global Equity 3.363 +0.010 +0.26%

LP65001564 Overview

 
On this page you'll find an in-depth profile of Cfs Fc W Pen-ironbark Rl Con Glb Share. Learn about the key management, total assets, investment strategy and contact information of LP65001564 among other information.
Category

Equity World Large Value

Total Assets

213.86M

Expenses

Inception Date

Jul 12, 2004

Investment Strategy

The option adopts a high conviction, long-only global share strategy which aims to: create shareholder wealth as a result of their intentional management strategy and/or business models; identify stocks that are priced at a significant discount to conservative estimates of cash-based, long-term intrinsic value; and demonstrate a reasonable investment ‘margin of safety’ in the analysis of these two attributes. This leads to the option having a style that is both valuation and quality focused. The option does not hedge currency risk.

Contact Information

Address South Buidling 11 Harbour St Sydney
Sydney,NSW 2001
Australia
Phone 13 13 36
Fax +61 02 9303 3200

Top Executives

Name Title Since Until
Peter Rutter Head of Global Equities 2015 Now
Biography Peter is a Senior Portfolio Manager with over 15 years of experience. Prior to joining Royal London Asset Management, Peter was Head of Global Equities at Waverton Investment Management, where he worked alongside Kenney and Clarke under the same team construct. Prior to this, Peter was a partner at Iron Bridge Capital Management for six years, where he co-managed the £3bn Iron Bridge Global Select equity strategy delivering a successful 5-year performance track record. Previously, he worked closely with Kenney in the global equities team at Deutsche Asset Management. Peter graduated from Christ’s College, Cambridge University, with a starred double first class degree in Geography, is a CFA charter holder and a chartered management accountant (ACMA, CGMA).
Will Kenney Portfolio Manager 2015 Now
Biography Education: 1999 - Durham University -- BS Economics & Politics
James Clarke Portfolio Manager 2015 Now
Biography James is a Portfolio Manager with over 15 years of experience. Prior to joining Royal London Asset Management, James was Head of Global Equities at Waverton Investment Management, where he worked alongside Kenney and Rutter under the same team construct. Prior to this, James was a partner at Iron Bridge Capital Management for six years, where he co-managed the £3bn Iron Bridge Global Equity strategy with Rutter, delivering a successful performance track record. Previously, he worked closely with Kenney on the global equities team at Deutsche Asset Management. James graduated from Warwick University with an honours degree in Economics and is a CFA charterholder.
Ralf Oberbannscheidt - 2006 2015
Biography Portfolio manager for the Global Thematic Equity strategy and has 16 years investment experience He studied MALD, PhD, The Fletcher School, Tufts University and BA, Tufts University and Karlova Universidad.
Oliver S. Kratz CEO 2004 2015
Biography Oliver Kratz, PhD Founding Partner Portfolio Manager for the Global Thematic Equity, Bottom Billion and Long Duration Equity strategies 20+ years investment experience MALD, PhD, The Fletcher School, Tufts University BA, Tufts University and Karlova Universidad
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