Funds Management

As one of the newest funds reviewed in this coverage, CISB's price, trading volume, fund size, units outstanding and holdings data were all reported as unavailable or at zero at the time of this review. Asset allocation and geographic exposure tables were also unpopulated, …

This is a passively managed fund that tracks anindexof large and mid-cap companies across developed markets outside Australia, then applies currency hedging so returns are driven mainly by the shares themselves rather than by movements in the Australian dollar. The underlying portfolio holds hundreds …

This is a passively managed fund that tracks the S&P Global 100 index, holding around one hundred of the largest multinational companies listed across developed markets. The portfolio leans heavily toward United States mega-caps, particularly in technology, alongside major healthcare, consumer, financial and industrial …

This is a passively managed fund that tracks the S&P MidCap 400 index, holding around four hundred medium-sized United States companies that sit below the mega-cap leaders but above smaller firms. The portfolio spans every major sector, with industrials, financials, consumer and technology names …

This is a passively managed fund that tracks anindexof large and mid-cap companies across developed markets outside Australia, holding hundreds of stocks weighted by market capitalisation. The portfolio spans the United States, Europe, Japan and other developed economies and every major sector, though large …

This is a passively managed fund that tracks the S&P SmallCap 600 index, holding around six hundred smaller United States companies that sit below mid-caps in size. Theindexapplies a profitability screen, so constituents must show positiveEarningsto be included, which tilts the portfolio toward more …

This is an actively managed, concentrated globalEquityfund that aims to deliver compounding risk-adjusted returns through a focused portfolio of what its manager judges to be high-quality global businesses, and it can also hold cash. Classified on the ASX as a complex exchange-traded product, it …