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Investment Objectives
To provide a total return (after fees and expenses) that exceeds CPI increases by at least 4% pa measured over rolling three and five year periods
Investor Profile
This Trust is for investors seeking to achieve returns from predominately growth assets. Investment returns will fluctuate, with the possibility of a negative return in some periods. The Trust should be viewed as an investment with a long-term horizon i.e. for at least five years. The Growth Trust carries with it a greater risk profile than that of the Balanced and Catholic Values Trusts.
Investment Policy
Using CCIIM’s manager of managers approach by investing the Trusts assets with a panel of specialist managers chosen for their complementary investment styles consistent with the CCIIM investment strategy. The long term average exposure to growth and defensive assets is expected to be 85% and 15% respectively of the total portfolio.
The assets of the Trust may be invested directly or via existing wholesale unlisted trusts.
Fund Managers (as at 30 November 2011)
- Australian Shares
- Perennial Investment Partners
- JCP Investment Partners
- Overseas Shares
- Schroders Investment Management
- MFS Investment Management
- DWS Global Equity Thematic Fund
- Diversified Alternatives
- Property
- AMP Capital Investors
- LaSalle Investment Management
- Fixed Interest
- Macquarie Investment Management
- Perpetual Investment Management
- PIMCO Australia Pty Ltd
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