Colonial First State - Credit Suisse Wholesale Capital Stable
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||Colonial First State - Credit Suisse Wholesale Capital Stable
||Colonial First State - FirstChoice Wholesale Investments (show all funds)
||Global (inc Australia)
||To provide exposure to a range of sectors to achieve mostly income with
some capital growth potential over the medium-to-long term.
||The allocation of investments across sectors for this diversified option is
determined by analysis of economic factors which influence the business
cycle, and consideration of asset valuations. Credit Suisse Asset
Management believes the performance of sectors varies depending on
the business cycle. The manager aims to adjust sector weightings in
order to maximise performance. Currency hedging of the option's
international share assets may vary between 0% and 100%. The option's
international shares benchmark is fully hedged. Hedging of the option's
international fixed interest assets may vary between 90% and 100%.
* 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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