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Cfs Fc W Pen-fsi Aust Small Companies (LP65001601)

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9.961 -0.080    -0.82%
20/11 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 712.02M
Type:  Fund
Market:  Australia
Issuer:  Commonwealth/Colonial Group
ISIN:  AU60FSF05733 
Asset Class:  Equity
CFS FC W Pen-CFS W Aus Small Companies 9.961 -0.080 -0.82%

LP65001601 Overview

 
On this page you'll find an in-depth profile of Cfs Fc W Pen-fsi Aust Small Companies. Learn about the key management, total assets, investment strategy and contact information of LP65001601 among other information.
Category

Equity Australia Mid/Small Blend

Total Assets

712.02M

Expenses

Inception Date

Jul 12, 2004

Investment Strategy

The fund’s strategy is to favour companies with sustainable competitive advantages, strong financials, quality management and predictable earnings. By investing in these companies the fund aims to deliver superior returns over the longer term. The fund predominantly invests in Australian companies and therefore 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
Tahlia Gugusheff Portfolio Manager 2019 Now
Biography Tahlia undertakes both quantitative and qualitative research for stock selection ideas in the Small Companies and MidCap sectors. Tahlia covers a variety of companies and industries. Tahlia joined First Sentier Investors as part of the graduate program in February 2016, where she completed rotations in the Economics, Fixed Income, Direct Infrastructure and Australian Small Companies teams. Prior to joining the Small Companies team, Tahlia was an Investment Analyst in the Direct Infrastructure team, working on transactions and asset management. Tahlia holds a Bachelor of Commerce and Law (Hons) from the University of Adelaide. She also holds a Graduate Diploma in Legal Practice and was admitted to the Supreme Court of South Australia in 2015
Dawn Kanelleas Portfolio Manager 2008 Now
Biography Dawn manages a range of Small and Mid Cap Companies portfolios as well as researching and analysing a range of Australian listed stocks in the Small Companies and Mid Cap sectors. Dawn has more than 20 years of investment industry experience as a Fund Manager and broker - the last 15 years as a Small Companies Portfolio Manager. Prior to joining First Sentier Investors in January 2008, Dawn was a Portfolio Manager at Deutsche Asset Management’s Small Companies Team which was subsequently bought by Aberdeen Asset Management. Dawn has completed a Bachelor of Science with first class honours and a PhD in Chemistry from the University of Sydney. She also has a Graduate Diploma in Applied Finance.
Michael Joukhador Portfolio Manager 2007 Now
Biography Michael manages a range of Small and MidCap Companies portfolios, as well as undertaking both quantitative and qualitative research for stock selection ideas in the Small Companies and MidCap sectors. Michael covers a variety of companies and industries. In addition, Michael contributes to regular risk and performance monitoring of portfolios. Michael started working on the Small Companies portfolios in October 2007, after completing graduate program rotations in the Business Development and Global Property teams. Michael holds a Bachelor of Commerce and Law (Hons) from the University of Sydney, and is a CFA charter holder.
Pavlos Totsis Portfolio Manager 2007 2024
Biography Pavlos manages a range of Small and MidCap Companies portfolios as well as undertaking both quantitative and qualitative research for stock selection ideas in the Small Companies and MidCap sectors. Pavlos covers a variety of companies and industries. In addition, Pavlos contributes to regular risk and performance monitoring of portfolios. Since joining First Sentier Investors as part of the graduate program in February 2007, Pavlos has held a number of roles including working as a Quantitative Analyst within Index Core Team and First Sentier Investors’ Fixed Interest team. Pavlos holds a Bachelor of Commerce / Bachelor of Science from the University of New South Wales, and is a CFA charter holder.
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