Colonial First State - Pengana Wholesale Property Securities
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||Colonial First State - Pengana Wholesale Property Securities
||Colonial First State - FirstChoice Wholesale Investments (show all funds)
||Property (Listed and/or Unlisted)
||S&P/ASX 200 Property Trusts
||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.
||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.
* 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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