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獲取優惠
4.839
-0.060
-1.24%
20/11 - 關閉. AUD 貨幣
- 晨星評級:
- 總資產: 4.72B
FirstChoice WS Inv - CFS WS Geared Share
4.839
-0.060
-1.24%
LP65001847綜觀
你可在本頁找到深入的CFS Geared Share公司檔案，包括LP65001847的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。
聯絡資訊
地址
South Buidling 11 Harbour St Sydney
Sydney,NSW 2001
Australia
Sydney,NSW 2001
Australia
電話
13 13 36
傳真
+61 02 9303 3200
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| David Wilson | - | 2017 | now |
| 自傳 | Deputy Head of Australian Equities Growth - David is responsible for managing the Wholesale Geared Share Fund and coverage of the Diversified Financials, Insurance and Steel & Chemicals sectors. Prior to joining First Sentier Investors in May 2015, David had a variety of roles at UBS, including managing the Equities Research, Equities Sales and Family Office businesses. Throughout David’s nine years at UBS, they consistently ranked number one in Equities Research and Sales by Australasian fund managers. Prior to joining UBS, David worked for 20 years at JPMorgan/Ord Minnett where he was the number one ranked Telco, Transport and Industrials analyst, and where he was also Head of Equities Research for four years. David holds a Bachelor of Economics and Bachelor of Laws from the University of Sydney. | ||
| Jason Lye | - | 2014 | 2023 |
| 自傳 | PM - Australian Equities Growth - Jason is the Portfolio Manager for the Wholesale Imputation Fund and the Wholesale Industrial Share Fund. He is also the back-up Portfolio Manager for the Ex-20 separately managed account and has research responsibility for the Health Care (large cap) and Information Technology sectors. Jason joined First Sentier Investors’ Australian Equities Growth team in 1996 as part of the graduate program. During his career, Jason’s research responsibilities have rotated across a diverse range of industrial sectors. Jason holds a Bachelor of Economics (Honours), a Graduate Diploma in Applied Finance & investment from the Securities Institute of Australia and is a CFA Charterholder. | ||
| Marcus Fanning | - | 2014 | 2017 |
| 自傳 | Marcus Fanning is the Head of Australian Equities, Growth for Colonial First State Global Asset Management (‘CFSGAM’). In his role, Marcus is responsible for managing the Wholesale Imputation Fund, the Wholesale Geared Share Fund and overseeing all facets of the Australian Equities, Growth investment process. Prior to joining CFSGAM in September 2007, Marcus was most recently Managing Director, Head of Equity Capital Markets with Morgan Stanley, Sydney where he led the successful execution of a range of corporate actions, including initial Public Offerings, right issues, and the purchase and disposal of strategic holdings for a number of Australian and international companies. Marcus has more than 25 years’ experience in the Australian equities market, including Head of Australian Equities positions at BT Australian and AMP Henderson Asset Management. He also held senior portfolio manager positions with Merrill Lynch Asset Management and Potter Partners. Marcus holds a Bachelor of Economics (Accounting). | ||
| Dushko Bajic | Head | 2014 | 2017 |
| 自傳 | Head of Australian Equities Growth - Dushko has over 25 years of experience in the investment industry and has responsibility for leading the Australian Equities Growth team and the successful implementation of its investment process across its range of investment strategies. He is also portfolio manager for the Wholesale Australian Share Fund, the Wholesale Concentrated Australian Share Fund, the Ex-20 Australian Share Fund and our Concentrated and Ex-20 separately managed accounts. Prior to joining First Sentier Investors in July 2014, Dushko was Equity Partner at Orion Asset Management where he led portfolio management responsibilities for ASX300 Australian equity funds. He was also Portfolio Manager for the small cap Australian equity fund. Previously Dushko worked at Credit Suisse Asset Management as Portfolio Manager & Analyst Australian Equities. Dushko holds a Bachelor of Economics (Joint Honours Economics & Econometrics) from the University of Sydney and is a CFA Charterholder. | ||
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