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Cfs Fc W Pen-fsi Global Credit Income (LP65001587)

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2.364 -0.001    -0.05%
01/05 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 1.02B
Type:  Fund
Market:  Australia
Issuer:  Commonwealth/Colonial Group
ISIN:  AU60FSF05634 
Asset Class:  Bond
CFS FC W Pen-CFS W Global Credit Income 2.364 -0.001 -0.05%

LP65001587 Overview

 
On this page you'll find an in-depth profile of Cfs Fc W Pen-fsi Global Credit Income. Learn about the key management, total assets, investment strategy and contact information of LP65001587 among other information.
Category

Diversified Credit

Total Assets

1.02B

Expenses

Inception Date

Jul 12, 2004

Investment Strategy

The option invests in a portfolio of predominantly global credit securities. The option’s strategy is to earn an income return from its investments, controlling risk through careful selection and monitoring, combined with broad diversification. The increased credit risk of credit securities means that these investments have the potential to deliver higher returns over the medium term compared to cash. Derivatives may be used for risk management or return enhancement. The option aims to hedge currency exposure.

Contact Information

Address Level 5 Tower 3, International Towers, 300 Barangaroo Avenue
,
Australia
Phone -

Top Executives

Name Title Since Until
Tony Togher - 2016 Now
Biography As Head of Fixed Income, Short Term Investments & Global Credit, Tony oversees of a range of fixed income, credit, and cash investment capabilities. He provides investment leadership and strategy to deliver on a wide variety of client objectives. He also has responsibility for investment outcomes, governance, team management, product development, client servicing, business development, and managing our counterparty relationships. Over his career spanning more than three decades, Tony has a proven track record of achieving success as an investor, engaging with clients, managing businesses, and nurturing talent. Tony joined First Sentier Investors in March 2002 as a result of the merger of Commonwealth Investment Management and (then) Colonial First State, where he had established the Cash business in April 1988. Prior to this, Tony was employed at the Commonwealth Bank of Australia, in the Global Markets Treasury Division, in a variety of portfolio trading roles. In 2003, Tony was appointed as a Trustee Director of the Commonwealth Bank Officers Superannuation Corporation (CBA Group Super). In 2012, Tony was appointed to the Market Governance Committee of the Australian Financial Markets Association (AFMA), where he currently acts as Deputy Chair.
Benjamin Samuel - 2015 Now
Biography Ben joined First Sentier Investors in June 2015. Based in our Sydney office, Ben is responsible for the management of our global credit portfolios, with a particular focus on interest rate, foreign exchange and derivative risk management. Ben was previously responsible for the day-to-day management of a number of global, Australian diversified and inflation-linked portfolios within the Fixed Income business. Prior to joining First Sentier Investors, Ben spent five years at Queensland Treasury Corporation working in various analytical roles across the Risk and Markets businesses. Ben holds a Bachelor of Business and Master of Business (App. Fin.) from the Queensland University of Technology. Ben is also an Accredited Individual (dealer), having completed the AFMA Diploma of Financial Markets.
Craig Morabito Portfolio Manager 2010 Now
Biography Craig Morabito is a Senior Portfolio Manager within the Short Term, Fixed Income and Global Credit Investment Team at First Sentier Investors. Craig is responsible for investment strategy, management, product development, and client servicing of FSIs global credit strategies. Craig has extensive experience and proven success across all aspects of portfolio management including; macro strategy, security selection, relative value analysis and portfolio construction. Craig’s investment leadership has seen FSIs suite of global credit strategies outperform benchmarks and achieve top tier peer relative performance. Craig began his career at First Sentier Investors as a Credit Analyst in June 2005, covering Financials and Consumer non-Cyclicals. In his time as a credit analyst he helped successfully guide the portfolios through the GFC and was also involved in the establishment of the ESG risk rating process. In July 2010, Craig was promoted to portfolio manager for a number of passive, active and ALM Australian fixed income and credit portfolios. Craig commenced responsibility for the suite of Global Credit strategies in 2014. Craig has successfully guided the launch of a pure Global Investment Grade strategy in 2016 and Sustainable Loan strategy in 2021. Craig is a CFA Charter holder. He holds a Master of Applied Finance from Macquarie University, a Diploma of Financial Planning and a Diploma of Financial Markets from FINISIA. Craig is also member of the CFA Society of Sydney.
Tony Adams - 2004 2016
Biography As Head of Global Fixed Income and Credit, Tony is responsible for the overall management of one of the largest Australian-based fixed income and credit teams. Tony is actively involved in our team-based investment strategies, with a particular focus on our credit process. He is also Chairman of our (Rates) Fair Value Committee and is responsible for portfolio construction. Tony is also the senior portfolio manager for our suite of global credit funds and many of our largest clients. Tony contributes substantially to the marketing of our suite of products, communicating detailed knowledge of our investment processes to our extensive and sophisticated range of clients and consultants. Prior to his appointment as Head of Global Fixed Income and Credit in July 2008, Tony was responsible for the management of global credit portfolios including asset selection and portfolio construction. Tony first joined Commonwealth Investment Management in 2000 and was responsible for asset identification and selection, risk management and relative value analysis for the Global Credit Income Fund. He joined Colonial First State following the merger of Commonwealth Investment Management and Colonial First State in March 2002. Prior to joining the group, Tony had 15 years’ experience holding senior positions at Westpac Investment Management and NSW Treasury Corporation where he managed the long term funding of the balance sheet and the Corporation’s swap book. Tony holds a Bachelor of Commerce degree majoring in Economics and Finance from the University of NSW and a Master of Business Administration from Deakin University.
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