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Colonial First State Developing Companies
| Fund Name: |
Colonial First State Developing Companies |
| APIR: |
FSF0088AU |
| Fund Manager: |
Colonial First State - FirstChoice Investments (show all funds) |
| Region: |
Australia |
| Sector: |
Small / Mid Market Capitalisation |
| Benchmark Index: |
S&P/ASX Small Ordinaries Index |
| Fund Type: |
Retail Fund |
| Fund Status: |
Closed to new investors |
| Investment Managers: |
Colonial First State |
| Investment Objective: |
To provide long-term capital growth by investing predominantly in very
small 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 the option is therefore to invest
in very small companies, with strong balance sheets, whose earnings are
expected to grow at a greater rate than the Australian economy as a
whole. The option predominantly invests in Australian companies and
therefore does not hedge currency risk. |
| Margin Lenders: |
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Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
Period:
| Financial Year:
| Quarter:
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* 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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