Colonial First State - Goldman Sachs JBWere Wholesale Global Small Companies
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||Colonial First State - Goldman Sachs JBWere Wholesale Global Small Companies
||Colonial First State - FirstChoice Wholesale Investments (show all funds)
||Global (ex Australia)
||Small / Mid Market Capitalisation
||To achieve medium-to-long-term capital growth by investing in smaller
companies globally. In doing so, the option aims to outperform the
S&P/Citigroup Broad Market Index less than US$2 billion, ex Australia in
$A over rolling three-year periods.
||To provide exposure to a diverse portfolio of smaller companies globally,
including companies in emerging markets. Investment management of
the portfolio is currently delegated to US-based Wellington Management
Company LLP. However, in the future the portfolio’s investments may be
managed by multiple managers using different investment styles. The
currency exposure of this option will not be hedged back into Australian
* 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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