Colonial First State - Perpetual Wholesale Split Growth
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||Colonial First State - Perpetual Wholesale Split Growth
||Colonial First State - FirstChoice Wholesale Investments (show all funds)
||Global (inc Australia)
||To provide long-term capital growth through investment in a mix of
international shares and quality Australian industrial shares.
||For international shares, a fundamental, bottom-up approach to stock
selection focusing on quality companies (strong balance sheets, earnings
visibility and competitive position) with attractive valuations within a
global framework. Currency risk is actively managed. For Australian
shares, Perpetuals priority is to select companies that it determines
represent the best investment quality, and are appropriately priced. In
determining investment quality, investments are carefully selected on the
basis of four key investment criteria: conservative debt levels; sound
management; quality business; and recurring earnings.
* 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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