Colonial First State Wholesale Diversified Fixed Interest
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||Colonial First State Wholesale Diversified Fixed Interest
||Colonial First State - FirstChoice Wholesale Investments (show all funds)
||Global (inc Australia)
||Fixed Interest / Income
||Colonial First State
||To provide income-based returns over the medium term by investing in a
diversified portfolio of Australian and international fixed interest
||The option’s strategy is to maximise income over the medium term
through assessment of the earnings that each investment will generate,
rather than through attempts to forecast the short-term direction of the
interest rate cycle. To enhance potential returns, investments in corporate
debt are also made, as these generally offer higher yields than
government bonds. Risks are quantified and securities are selected
depending on whether they offer value for risk. The option hedges
* Statistics exclude both first and current (incomplete) financial year
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* Statistics exclude both first and current (incomplete) quarter
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Performance data assumptions
Performance is calculated on an initial investment of $10,000 using entry price, with distributions reinvested using actual unit price. No tax or contribution fees have been deducted from the results. If your own investment was subject to contribution fees or if you did not reinvest distributions, your returns may be less than that shown. Your after-tax returns will also be less. Data is sourced directly from fund managers, but we offer no warranty as to the accuracy of the data, we suggest you verify the data from other sources before acting on the information on this site.
These charts show historical performance only and give no indication of future performance. This information is general in nature and does not take into account your personal circumstances, goals or investment objectives. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making any investment decisions.
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