Managed Funds CFS Global Sustainable

Discussion in 'Shares & Funds' started by Lam Thieu, 8th Oct, 2007.

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  1. Lam Thieu

    Lam Thieu Well-Known Member

    Joined:
    24th Jan, 2017
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    205
    Location:
    Melbourne, Australia
    Hello all,

    This fund has been promoted by Colonial recently...i've seen posters on tram and bus shelters.

    Looking at its performance for the past two quarters it has performed pretty unspectacularlyl...negative in first quarter and only starting to go positive this quarter.

    Is it a wise choice to invest in this now, since it's still early days and the unit price (buyin) is still low. It started at $1 but has been tracking below it ever since.

    It could well improve and become a strong fund like the Perpetual Ethical SRi (BTW is this a comparable fund to the Colonial one?).
     
    Lam Thieu, 8th Oct, 2007
    #1
  2. DaveA__

    DaveA__ Well-Known Member

    Joined:
    1st Jul, 2015
    Posts:
    580
    Location:
    Sydney, NSW
    i reckon ull get slugged with fees for this...

    the advertising budget must be huge, let alone the retainer they must be paying al gore for the use of his name....

    i doubt it will live up to expections but this is not a recommendation nor a bashing
     
    DaveA__, 8th Oct, 2007
    #2
  3. crc_error

    crc_error The Rule of 72

    Joined:
    1st Jul, 2015
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    Location:
    Melbourne, VIC
    No one here is going to tell you what to do.. You need to read the PDF and decide if what they are investing into will yield results in the future.

    Any investment like this should be a 5 year plus investment.. so watching the price movement month to month isn't really a wise thing to do.
     
    crc_error, 8th Oct, 2007
    #3
  4. Simon Hampel

    Simon Hampel Founder Staff Member

    Joined:
    3rd Jun, 2015
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    12,412
    Location:
    Sydney
    Personally I'm reluctant to invest in a fund that is yet to be proven ... for anything other than an index fund (which one would assume they can match their index correctly !!) ... you'd want to make sure that the fund manager can actually produce what they say they will.

    I aim for a minimum 3 years performance history ... even though this doesn't reflect future performance, it at least proves past performance - and you can compare this with other funds.
     
    Simon Hampel, 8th Oct, 2007
    #4
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