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Colonial First State Alpha Plus - Core

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Fund Name: Colonial First State Alpha Plus - Core
APIR: FSF0098AU
Fund Manager: Colonial First State - FirstChoice Investments (show all funds)
Region: Australia
Sector: Large Capitalisation / Blue Chip
Benchmark Index: S&P/ASX 100 Index
Fund Type: Retail Fund
Investment Managers: Colonial First State
Investment Objective: To provide long-term capital growth with some income by investing predominantly in a broad selection of Australian companies, as well as taking short positions in order to invest more and expand investment returns
Investment Strategy: This optionís strategy is to not seek any particular style bias, such as to growth or value, but to consistently add value throughout the investment cycle by taking advantage of mispricing by the market. Suitable companies are identified by detailed fundamental research, including a high number of company visits and a proprietary database to analyse company financials. The option will aim to have a net long exposure of 100%. It will also aim to short sell 30% of its net asset value and invest that amount in the long portfolio to around 130% of the net asset value, in order to expand active risk and seek higher long-term investment returns. Limits have been placed on the optionís short exposure (between 10% and 50% of the net asset value) and long exposure (between 110% and 150%). This option may use derivatives to obtain market exposure. This 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.
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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