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Colonial First State - Schroder Australian Equity
| Fund Name: |
Colonial First State - Schroder Australian Equity |
| APIR: |
FSF0240AU |
| 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: |
Schroders Investment Management |
| Investment Objective: |
To outperform the S&P/ASX 200 Accumulation Index over the medium-tolong-
term. |
| Investment Strategy: |
The option offers investors access to a fundamental active manager of
Australian shares, emphasising stocks that are able to grow shareholder
value in the long term. The portfolio will generally hold 40 to 60 stocks. |
| 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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Chart.
* Statistics exclude both first and current (incomplete) financial year
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* Statistics exclude both first and current (incomplete) quarter
# Click on a quarter to jump to its chart
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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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