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Colonial First State - Perpetual Wholesale Conservative Growth

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Fund Name: Colonial First State - Perpetual Wholesale Conservative Growth
APIR: FSF0470AU
Fund Manager: Colonial First State - FirstChoice Wholesale Investments (show all funds)
Region: Global (inc Australia)
Sector: Balanced / Blended / Diversified
Fund Type: Wholesale Fund
Investment Managers: Perpetual
Investment Objective: To provide moderate growth over the medium term and income through investment in a diversified portfolio with an emphasis on cash and fixed interest securities.
Investment Strategy: Perpetual invests in a diverse mix of assets such as Australian shares, international shares, fixed interest securities, property securities and cash. Tactical asset allocation strategies (utilising derivatives) may be applied to Australian shares, fixed interest and cash (the option may adjust its exposure to these three asset classes on a regular basis). Currency risk is actively managed.
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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