Cooper Investors
Cooper Investors Global Equities Fund (Unhedged)
Jun 2026 → Sep 2026
Our archive holds 2 letters from this strategy and positions in 22 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year · follow all of Cooper Investors for every strategy.
Performance
as of Sep 30, 2026 · net of fees · AUD
- YTD−6.4%index +17.0%
- 1Y−5.9%index +11.2%
- 3Y · /yr+8.1%index +18.7%
- 5Y · /yr+3.7%index +12.4%
- 10Y · /yr+9.7%index +13.4%
- Inception · /yr+8.8%index +10.3%
Index: MSCI AC World Index Net Divs in Australian Dollars
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Cooper Investors Global Equities Fund (Unhedged) | −6.4% | −5.9% | +8.1% | +3.7% | +9.7% | +8.8% |
| MSCI AC World Index Net Divs in Australian Dollars | +17.0% | +11.2% | +18.7% | +12.4% | +13.4% | +10.3% |
Calendar years
- 2025+24.4%index +18.4%
- 2024+7.5%index +19.0%
- 2023+19.3%index +20.4%
- 2022−13.7%index −8.0%
Disclaimer
These figures are copied from the manager’s latest letter, as of Sep 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
CME’s competitive advantage stems from a combination of liquidity and regulation. The second of these is now uncertain and we have reduced the position accordingly.
We have increased our focus on reversionary opportunities and over the quarter initiated investments in two new businesses – Daikin Industries (6367) and Corteva (CTVA).
We have sold the investment accordingly.
We have increased our focus on reversionary opportunities and over the quarter initiated investments in two new businesses – Daikin Industries (6367) and Corteva (CTVA).
We have exited the position, however, and continue to monitor the pricing trends closely with a view to re-investing once the pricing environment stabilises.