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Colonial First State - FirstChoice Conservative

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Fund Name: Colonial First State - FirstChoice Conservative
APIR: FSF0223AU
Fund Manager: Colonial First State - FirstChoice Investments (show all funds)
Region: Global (inc Australia)
Sector: Balanced / Blended / Diversified
Fund Type: Retail Fund
Investment Managers: Acadian; AllianceBernstein; AMP Capital; Baillie Gifford; Capital International; Colonial First State; Lazard; Loomis Sayles; Macquarie; Maple-Brown Abbott; NorthRoad; Pengana; Perennial; Schroders Investment Management; State Street; Wellington Management
Investment Objective: To provide relatively stable returns with the potential for some long-term capital growth.
Investment Strategy: The optionís strategy is to allocate 70% of investments to defensive assets such as fixed interest and cash to provide the portfolio with relatively stable, regular returns. Up to 30% of the portfolio is allocated to shares and property to provide for the potential for capital growth. In order to provide additional diversification, the portfolio is allocated across a number of leading investment managers. To reduce the effects of adverse currency movements, up to a third of the global share allocation may be hedged.
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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