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Colonial First State - Merrill Lynch Wholesale Australian Share

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Fund Name: Colonial First State - Merrill Lynch Wholesale Australian Share
APIR: FSF0457AU
Fund Manager: Colonial First State - FirstChoice Wholesale Investments (show all funds)
Region: Australia
Sector: Large Capitalisation / Blue Chip
Benchmark Index: S&P/ASX 200 Accumulation Index
Fund Type: Wholesale 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:


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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