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Colonial First State - BlackRock Australian Share

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Fund Profile

Performance Chart

Historical Financial Year Performance

Historical Quarterly Performance

Fund Name:

Colonial First State - BlackRock Australian Share

APIR:

FSF0234AU

Fund Manager:

Colonial First State - FirstChoice Investments (show all funds)

Region:

Australia

Sector:

Large Capitalisation / Blue Chip

Benchmark Index:

S&P/ASX 200 Accumulation Index

Fund Type:

Retail Fund

Investment Managers:

BlackRock

Investment Objective:

To achieve capital growth through investment in Australian shares and other securities and to provide investors with some tax-effective income through the distribution of franking credits. The option aims to outperform the S&P/ASX 200 Accumulation Index by 3% over rolling five-year periods.

Investment Strategy:

The investment objective is pursued by utilising bottom-up fundamental research to actively manage a concentrated portfolio of Australian shares with a large capitalisation and growth bias. BlackRock Investment Management (Australia) Limited is the investment manager of this option.

Margin Lenders:

Margin Lender	LVR	Website
Bank of Queensland Margin Lending	75%	BoQ
BT Margin Lending	75%	BT
Macquarie Margin Loan	75%	Macq
NAB Margin Lending	70%	NAB
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.