Colonial First State - B******* Wholesale Australian Share
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||Colonial First State - B******* Wholesale Australian Share
||Colonial First State - FirstChoice Wholesale Investments (show all funds)
||S&P/ASX 300 Accumulation Index
||The strategy aims to achieve superior investment performance through
providing returns that exceed those of the S&P/ASX 300 Accumulation
Index by 3% pa before fees, over rolling three-year periods, while
maintaining a similar level of benchmark investment risk to the Index.
||The strategy is designed to be highly diversified, providing broad
exposure to the Australian equity market. Rather than making large,
inherently risky investments in a few individual stocks, the option makes
smaller investments across many individual stocks. This process
diversifies active risk across a broad spectrum of stocks in a variety of
industries and is designed to provide more consistent active returns over
* Statistics exclude both first and current (incomplete) financial year
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* Statistics exclude both first and current (incomplete) quarter
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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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