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Catholic Superannuation and Retirement Fund

Catholic Superannuation and Retirement Fund
PO Box 656
Burwood 2134
Tel: 02 9715 0000
Fax: 02 9715 0090

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CSRF to double its fund holdings in emerging markets


The Catholic Superannuation and Retirement Fund (CSRF) announced the reweighting of its international equities portfolio to double its fund holdings in emerging markets.

CSRF has ramped up its exposure to emerging markets from 3 to 6% in international equities through Lazard, one of its emerging market managers. This additional investment will complement CSRF’s investment in the Maple Brown Abbot Asian Investment Trust.

The reweighting is the first step in a wider review of CSRF’s international equities portfolio, which accounts for about $1bn almost a third of CSRF’s funds under management. The portfolio review, in consultation with asset consultant Mercers, will be completed by the end of September.

According to CSRF, the review of its international equities portfolio is covering all management styles, including growth, value, emerging markets and small caps, and all its international managers, which include Alliance, Barclays, Credit Suisse and GMO.

It is a truism that markets are always changing. But CSRF see regular reviews of its investments in all markets and asset classes as an essential part of ensuring they are making its members’ money work hard for them.

This international equities review is evidence of its commitment to helping its 81,000 members achieve the best possible returns in their retirement savings through continual review of holdings across every fund manager and asset class.

CSRF also flagged a review of CSRF’s defensive asset portfolio to in September coinciding with the completion of the international equities review.

27-Aug-2007
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