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Colonial First State - Principal Property Securities

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Fund Name: Colonial First State - Principal Property Securities
Fund Manager: Colonial First State - FirstChoice Investments (show all funds)
Region: Australia
Sector: Property (Listed and/or Unlisted)
Benchmark Index: S&P/ASX 200 Property Trusts
Fund Type: Retail Fund
Investment Managers: Principal Global
Investment Objective: To outperform the S&P/ASX300 Property Accumulation Index over a rolling three year period. To construct a well diversified property portfolio providing both growth and a stable income.
Investment Strategy: Pengana advocates the value of a real estate security is determined by the strength of its management and the nature of the business environment in which it operates. The investment process has four key phases: security screening; security research; portfolio construction; and portfolio monitoring. Securities are screened by a range of management quality benchmarks, the underlying barriers to entry of the property portfolio, followed by several valuation metrics. The portfolio is constructed by incorporating Pengana’s research which focuses on management capability, the operating environment and valuation.
Margin Lenders:

Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
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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