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Colonial First State Geared Share Fund

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Fund Name: Colonial First State Geared Share Fund
Fund Manager: Colonial First State - Managed Investment Funds (show all funds)
Region: Australia
Sector: Large Capitalisation / Blue Chip
Benchmark Index: S&P/ASX 100 Accumulation Index
Gearing: Internally Geared Fund
Fund Type: Retail Fund
Investment Objective: To magnify long-term returns from capital growth by borrowing to invest in large Australian companies.
Investment Strategy: Colonial First State’s ‘GDP Plus’ approach is based on the belief that, over the medium-to-long term, share prices are driven by growth in a company’s earnings, despite the existence of sentiment which can lead to short-term price volatility. The strategy of this option is to use gearing and generally invest in high quality companies in the S&P/ASX 100 Accumulation Index. These companies generally have strong balance sheets and their earnings are expected to grow at a greater rate than the Australian economy as a whole. The option’s gearing effectively magnifies returns from the underlying investments, whether they are gains or losses. The option predominantly invests in Australian companies and therefore does not hedge currency risk. For more information on this geared investment option, refer to the PDS.
Margin Lenders:

Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
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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