Cooper Investors expands into retail market
Cooper Investors has continued its expansion into the retail market through the addition of the hedged and unhedged Cooper Investors Global Equities Fund to Netwealth and FirstWrap, taking the number of platforms offering the funds to eight.
The funds are also available to planners on the Macquarie Investment and Super platforms, as well as BT Wrap, BT Panorama, Asgard, HUB24 and Powerwrap.
Cooper’s senior retail sales manager, Andrew Hall, said there was growing interest in Australian fund managers with a global equity capability, given both financial advisers and their clients understand the need for diversification.
“These two funds, with their history of outperformance, offer the retail market the opportunity to get exposure to long-only funds that are underpinned by Cooper Investors’ VoF research philosophy, standing for value latency; operating, industry and strategic trends; and focused industry management behaviour,” Hall said.
The hedged and unhedged funds, which were rated by Zenith Investment Partners and Lonsec have attracted strong interest in the institutional market, have returned 11.87 per cent and 11.97 per cent across the three years to June 30, 2018 as opposed to their benchmark, the MSCI World Index, which returned 10.54 per cent.
The chart below shows the performance of the funds as compared to their index.
AUTHOR
Anastasia Santoreneos
Recommended for you
Lonsec Research and Ratings has appointed a head of sales, completing the leadership team to boost its reach with financial advisers.
Allianz Retire+ has announced major leadership changes with the appointment of a new CEO and distribution heads to help expand its presence across the wealth channel.
The RBA assistant governor (business services) is set to speak at the Women in Finance Summit 2025, taking place this November.
Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit 2025.
