Cbus Super Fund

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Cbus Super is pleased to announce the promotion of Leigh Gavin to the role of Deputy Chief Investment Officer. Leights’s appointment will play a pivotal role within the investment leadership team for the next phase of growth of the Fund’s internal investment model. Cbus Super Chief Investment Officer Brett Chatfield said that the key appointment reflected the fund’s growth ambitions to build out internal strategies, “I am very pleased to announce the appointment of Leigh Gavin to the role of Deputy CIO. Leigh has been an integral part of the Investment Leadership Team since 2023, and brings a strong depth of senior experience including at CIO and senior investment advisory levels. In addition to his impressive experience, Gavin’s strong knowledge of the Fund and connection to investing for our members dates back to the early 2000s as an advisor.” “Leigh has done an exceptional job continuing the build out of internal equity strategies, and enhanced key strategic portfolio initiatives and business management activities. We are very well placed to continue the successful build out of our internal capabilities under Leigh.” “Cbus is entering a ‘Goldilocks period’ where we are small enough to take advantage of a range of opportunities and large enough to be achieving real economies of scale for members. I’m determined to make sure we extract every ounce of value for our 900,000+ members as we further roll out our investment strategy,” Mr Gavin said. “We see plenty of scope to roll out new internal strategies, our portfolio construction and DAA programs are really taking shape and we are well placed to take advantage of private markets opportunities. I’m excited to be assisting the Investment's Leadership Team to deliver on our current strategy and turning an eye to what the next ten or twenty years will look like.” Read more here: https://lnkd.in/gn2rTNNe Read the relevant PDS and TMD to decide what’s right for you. Call 1300 361 784 or visit cbussuper.com.au

Cbus Super is pleased to announce the promotion of Leigh Gavin to the role of Deputy Chief Investment Officer. Leights’s appointment will play a pivotal role within the investment leadership team for the next phase of growth of the Fund’s internal investment model. Cbus Super Chief Investment Officer Brett Chatfield said that the key appointment reflected the fund’s growth ambitions to build out internal strategies, “I am very pleased to announce the appointment of Leigh Gavin to the role of Deputy CIO. Leigh has been an integral part of the Investment Leadership Team since 2023, and brings a strong depth of senior experience including at CIO and senior investment advisory levels. In addition to his impressive experience, Gavin’s strong knowledge of the Fund and connection to investing for our members dates back to the early 2000s as an advisor.” “Leigh has done an exceptional job continuing the build out of internal equity strategies, and enhanced key strategic portfolio initiatives and business management activities. We are very well placed to continue the successful build out of our internal capabilities under Leigh.” “Cbus is entering a ‘Goldilocks period’ where we are small enough to take advantage of a range of opportunities and large enough to be achieving real economies of scale for members. I’m determined to make sure we extract every ounce of value for our 900,000+ members as we further roll out our investment strategy,” Mr Gavin said. “We see plenty of scope to roll out new internal strategies, our portfolio construction and DAA programs are really taking shape and we are well placed to take advantage of private markets opportunities. I’m excited to be assisting the Investment's Leadership Team to deliver on our current strategy and turning an eye to what the next ten or twenty years will look like.” Read more here: https://lnkd.in/gn2rTNNe Read the relevant PDS and TMD to decide what’s right for you. Call 1300 361 784 or visit cbussuper.com.au

Myooran Mahalingam from Cbus Super Fund kicks off [i3] Investment Innovation Institute’s 2025 #Equities Forum at the Park Proxi in Bowral. He discussed how they manage concentration risk in #Australian Equities to construct a balanced portfolio. William Gough

If you've got questions about your super, our Advice Services team are here to help. Give us a call us on 1300 361 784 or book in a time for us to give you a buzz here: bit.ly/CbusAdviceForm Read the PDS and TMD at cbussuper.com.au to decide if Cbus Super is right for you.

IFM Investors is a great Australian success story and this announcement further cements its position as a global leader. We see strong potential benefits for Cbus Super Fund members from this arrangement and we look forward to welcoming Nest pensions , our new UK cousin, to the Industry Super family. Brett Chatfield, Kristian Fok Read the relevant PDS and TMD to decide what’s right for you. Call 1300 361 784 or visit cbussuper.com.au https://lnkd.in/gsPRJkYv

Easily boost your super balance by salary sacrificing. Watch our Know how video to learn how. Read the relevant PDS and TMD to decide what’s right for you. Call 1300 361 784 or visit cbussuper.com.au

We are incredibly pleased to announce the appointment of Ryan Riedler as Head of ASX Core Strategy, Australian Equities. This new role focuses on active large cap Australian equities and builds on the Fund’s success to date in internalising a significant amount of its members’ funds under management. Ryan has spent almost 14 years at well-known Australian equities fund manager, Cooper Investors. As one of the largest funds in the country, Cbus expects to grow its internal investment team of high calibre investment professionals from around 115 to 150 over the coming years and has a long history of low turnover. Head of Portfolio Strategies Leigh Gavin said, “This is a critical appointment for Cbus and we are delighted to secure someone of Ryan’s calibre as we further evolve our Australian Equities strategy to deliver continued strong, long-term results for our members. The shift to a higher level of internalisation has delivered strong results for members, including contributing to an overall saving of investment fee and cost savings of more than $1 billion since 2018. We will continue to look at ways we can bring further strategies in-house as part of Cbus’ five-year investment strategy.” Brett Chatfield Kristian Fok Read the relevant PDS and TMD to decide what’s right for you. Call 1300 361 784 or visit the Cbus Super website.

Whether you’re still working, or have already hung up the tools, we can help plan a retirement that suits you. Our Advice team is here to help you understand your options and offer different levels of guidance depending on your needs. Get in touch and find out how we can help you make the most of retirement: https://lnkd.in/gpGTe5pP Read the relevant PDS and TMD to decide what’s right for you. Call 1300 361 784 or visit cbussuper.com.au

Cbus Super has boosted investment in Fulcrum Media Finance since the Media Super merger. Fulcrum is a specialist finance company providing cash flow funding to enable the completion of film and TV productions in Australia & New Zealand. Our investment is by way of a revolving loan facility to Fulcrum to enable them to provide this crucial funding for these productions. The arrangement with Fulcrum commenced via Media Super in 2010 as a $30 million loan. Cbus Super, via its internal lending team rejuvenated the arrangement in early 2022 as part of the merger with Media Super. The funding provided by Cbus has increased over time. In an exciting development for all our members, we have increased our revolving loan to over $100 million recently, highlighting our continued support for the arrangement. The Bluey Movie will be Fulcrum’s biggest project to date. Read the relevant PDS and TMD to decide what’s right for you. Call 1300 361 784 or visit cbussuper.com.au https://lnkd.in/gKmeHpcf