Colonial First State - Platinum Wholesale International
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||Colonial First State - Platinum Wholesale International
||Colonial First State - FirstChoice Wholesale Investments (show all funds)
||Global (inc Australia)
||MSCI All Countries World Index
||To provide capital growth over the long term through searching out
undervalued listed and unlisted investments around the world.
||The option invests in securities listed on sharemarkets around the
world. The portfolio ideally will consist of around 100 - 200 stocks that
the manager believes to be undervalued by the market. Where
undervalued stocks cannot be found the option may be invested in
cash and fixed interest securities. The manager may short sell shares
that are considered to be overvalued and may engage in stock
borrowing. Typically, the portfolio will have 50% or more net exposure
to stocks. The manager may also invest in unlisted securities but in
aggregate such investments will not exceed 20% of the value of the
portfolio at the time of purchase. Derivatives (options, swaps and
futures) may be used for risk management and for opportunities to
increase returns, however, the effective exposure of derivative
positions (excluding forward foreign exchange contracts and stock
borrowing covering short equity positions) and stocks will not exceed
150% of the portfolio’s value. The manager may also use foreign
exchange contracts and derivatives on foreign exchange contracts to
take currency positions.
* 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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