Colonial First State - FirstChoice Wholesale Fixed Interest
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||Colonial First State - FirstChoice Wholesale Fixed Interest
||Colonial First State - FirstChoice Wholesale Investments (show all funds)
||Global (inc Australia)
||Fixed Interest / Income
||AllianceBernstein; Colonial First State; INVESCO; Loomis Sayles; State Street
||To provide relatively stable returns with low potential for capital loss by
investing in Australian and global fixed interest securities.
||To invest in a diversified portfolio of government and corporate bonds that
aims to deliver relatively stable returns with less fluctuation than investing
in shares and property. The investments are managed by a number of
leading fixed interest managers containing both index managers whose
investments aim to mirror the index, and active managers who aim to
outperform the index. This should deliver more consistent returns with
less risk than would be achieved if investing with a single investment
manager. The underlying managers of this option may use long short
* 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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