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Colonial First State - B******* Australian Share

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Fund Profile

Performance Chart

Historical Financial Year Performance

Historical Quarterly Performance

Fund Name:

Colonial First State - B******* Australian Share

APIR:

FSF0086AU

Fund Manager:

Colonial First State - FirstChoice Investments (show all funds)

Region:

Australia

Sector:

General Equities

Benchmark Index:

S&P/ASX 300 Accumulation Index

Fund Type:

Retail Fund

Investment Objective:

The strategy aims to achieve superior investment performance through providing returns that exceed those of the S&P/ASX 300 Accumulation Index by 3% pa before fees, over rolling three-year periods, while maintaining a similar level of benchmark investment risk to the Index.

Investment Strategy:

The strategy is designed to be highly diversified, providing broad exposure to the Australian equity market. Rather than making large, inherently risky investments in a few individual stocks, the option makes smaller investments across many individual stocks. This process diversifies active risk across a broad spectrum of stocks in a variety of industries and is designed to provide more consistent active returns over time.

Margin Lenders:

Margin Lender	LVR	Website
Bank of Queensland Margin Lending	75%	BoQ
BT Margin Lending	75%	BT
Colonial Margin Lending	70%	Coln
Commonwealth Securities	70%	CSec
Macquarie Margin Loan	75%	Macq
St. George Margin Lending	75%	StG
Suncorp Margin Lending	75%	SunC

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.