Colonial First State Wholesale High Growth
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||Colonial First State Wholesale High Growth
||Colonial First State - FirstChoice Wholesale Investments (show all funds)
||Global (inc Australia)
||To provide long-term capital growth by investing in a diversified portfolio
of Australian and global shares.
||The broad asset allocation is to be up to 100% invested in growth assets
(shares). Allocations are reviewed regularly although changes are
infrequent, and a reallocation would only be considered in response to a
fundamental change in long-term expectations or market demand. We
seek to add value through a disciplined approach to selection of the
shares held by the option. For risk management purposes, the option
indexes part of its global share exposure. Therefore, depending on the
option’s allocation to global shares over time, approximately 20% of the
option will be managed in an index style. The option may partially hedge
* 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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