Colonial First State Wholesale Future Leaders
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||Colonial First State Wholesale Future Leaders
||Colonial First State - FirstChoice Wholesale Investments (show all funds)
||Small / Mid Market Capitalisation
||S&P/ASX Small Ordinaries Accumulation Index
||Colonial First State
||To provide long-term capital growth by investing predominantly in small
||Colonial First State’s ‘GDP Plus’ approach is based on the belief that,
over the medium-to-long term, share prices are driven by growth in a
company’s earnings, despite the existence of sentiment which can lead to
short-term price volatility. The strategy of the option is therefore to
generally invest in quality companies outside the S&P/ASX50
Accumulation Index, with the bulk of the holdings outside the
S&P/ASX100 Accumulation Index. The companies we seek to hold are
those with strong balance sheets, whose earnings are expected to grow
at a greater rate than the Australian economy as a whole. The option
predominantly invests in Australian companies and therefore does not
hedge currency risk.
* 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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