Colonial First State - Perennial Value Wholesale Australian Share
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||Colonial First State - Perennial Value Wholesale Australian Share
||Colonial First State - FirstChoice Wholesale Investments (show all funds)
||S&P/ASX 300 Accumulation Index
||To grow the value of your investment over the long term via a
combination of capital growth and tax-effective income by investing in a
diversified portfolio of Australian shares.
||Perennial Value is an active value-based investment manager, which
invests in companies which are believed to have sustainable businesses
(qualitative) and offer good value (quantitative). Original research is the
cornerstone to this approach. Detailed modelling is conducted on
approximately 150 companies, comprising the major companies listed on
the Australian Stock Exchange (excluding property trusts) and a number
of smaller and mid-cap companies where the market capitalisation
exceeds $50 million (therefore the shares may at times fall outside the
S&P/ASX 300 Accumulation Index). The process aims to ensure that the
investment decisions are focused on buying stocks offering good value
and selling stocks offering poor value.
* 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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