Colonial First State Wholesale Balanced
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||Colonial First State Wholesale Balanced
||Colonial First State - FirstChoice Wholesale Investments (show all funds)
||Global (inc Australia)
||Colonial First State
||To provide a balance of income and capital growth from investments in
cash, fixed interest, property and shares over the medium term.
||The broad asset allocation is to be 50% invested in growth assets
(shares, property) and 50% in defensive assets (fixed interest, cash).
Allocations are reviewed regularly although changes are infrequent, and
a reallocation would only be considered in response to a fundamental
change in long-term expectations or market demand. We seek to add
value through a disciplined approach to selection of the shares and other
assets held by the option. For risk management purposes, the option
indexes part of its global share exposure and may partially hedge
* 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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