Acadian Geared Global Equity Fund
Maximise long-term returns by borrowing to invest in a diversified portfolio of global companies. (For Wholesale Investors only)
The Acadian Geared Sustainable Global Equity Fund aims to outperform the global market by investing in a diversified portfolio of sustainable companies while leveraging borrowed funds.
Employing a systematic, data-driven approach, the fund selects stocks based on multiple factors, including ESG criteria, with a focus on reducing carbon intensity and supporting environmental solutions.
By combining active management with a geared structure, the fund seeks to enhance returns for investors who have a higher risk tolerance and a long-term investment horizon.
- The fund uses gearing (managed by CFS) with the aim of magnifying returns from the underlying Global Sustainable strategy.
- Top-performing companies display many qualities. Their success is multi-faceted and cannot be attributed to any single factor. Acadian’s systematic process incorporates over 70 predictive factors including a range of ESG signals.
- Active management can exploit market inefficiencies such as undervalued companies, arising from changing market conditions and behavioural errors.
- Using technology, including AI and machine learning, financial data can be collected, analysed and monitored with greater efficiency across a broader investment universe. A disciplined approach also avoids qualitative bias and subjective inputs.
Systematic strategies cover a broader and deeper investment universe, therefore, portfolios can be customised to exclude certain companies, with minimal impact on a portfolio’s risk and return profile.
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Acadian LLC is a Boston based investment adviser registered with the United States Securities and Exchange Commission. Acadian LLC has four wholly-owned investment advisory affiliates. Acadian Asset Management (Singapore) Pte Ltd is located in Singapore and is registered with the Monetary Authority of Singapore. Acadian Asset Management (Japan) is located in Tokyo and is registered with the Kanto Local Financial Bureau. Acadian Asset Management (UK) Limited is located in London and is authorised and regulated by the Financial Conduct Authority. Acadian Asset Management (Australia) Limited is located in Sydney and is the holder of Australian financial services license number (AFSL) 291872. All Acadian entities specialise in active equity strategies.
Acadian LLC evolved from a non-US all-cap equity manager to a global manager with the launch of Acadian LLC’s global strategy in 1992. In 2002, Acadian LLC began to apply its stock selection process to attempt to find the poorest performing companies as well as the strongest, opening the doors for Acadian’s long/short strategies. In 2006, based on research showing that a portfolio of low-risk stocks has the potential to offer market-like returns at lower risk than the overall equity market, Acadian launched its managed volatility strategy. Acadian’s commitment to research, the flexibility of its process and the collaborative nature of its client relationships suggests that Acadian’s suite of strategies will have the potential to continue to grow and evolve in an effort to meet the needs of its clients.
For further information go to Acadian’s website www.acadian-asset.com
Katrina joined Acadian Asset Management (Australia) Limited in 2009 and is a Portfolio Manager, focusing on Australian equity strategies.
Prior to joining Acadian, Katrina was a senior quantitative analyst at ING. Previous to that, she held various quantitative roles at IFS Equities, BT Funds Management, Country Investment Management, and Mercantile Mutual Investment Management.
Katrina holds a Graduate Diploma in applied finance and investments from Securities Institute of Australia and a Bachelor’s in mathematics and finance (Hons) from University of Technology, Sydney. Katrina is a CFA charterholder.
Zhe joined Acadian Asset Management (Australia) Limited in 2017 and is a Portfolio Manager, focusing on Australian equity strategies.
Prior to joining Acadian, Zhe was an analyst on the quantitative research team at Macquarie Securities.
Zhe holds a Ph.D. in empirical finance from Macquarie University, a Bachelor of Engineering in bioinformatics with First Class Honours and the University Medal from the University of New South Wales, and a Bachelor of Commerce in finance from the University of New South Wales. Zhe is a CFA charterholder.
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