The Deutsche global agribusiness fund has returned about 15 per cent in its first year, hedged back to $A, compared with a minus 5 per cent return from the MSCI World.
01/05/2008
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Investments
The outgoing chief investment officer of AustralianSuper Mark Delaney said one of the biggest regrets he will have as he leaves the $410 billion fund is not going overweight on the AI and digital thematic in public markets sooner, as the nation’s most powerful allocator reflects on the investment case of the technology sector in the superannuation summit in New York last week.
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