Colonial First State - Challenger Wholesale Australian Share Income
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||Colonial First State - Challenger Wholesale Australian Share Income
||Colonial First State - FirstChoice Wholesale Investments (show all funds)
||Large Capitalisation / Blue Chip
||S&P/ASX 200 Accumulation Index
||The option aims to provide a higher level of tax-effective income than the S&P/ASX 200 Accumulation index, with the potential for capital growth over the medium-to-long term.
||Challenger is an active ‘bottom-up’ manager and believes it can enhance
the mix of total return in favour of income and generate capital growth by
using fundamental research to identify companies with attractive,
sustainable and growing dividends. Challenger does not apply a
particular style and does not focus exclusively on ‘growth’ or ‘value’
stocks. Instead, it looks for high dividend-paying securities with strong
cash flows. Its approach to stock selection, combined with the use of
derivatives and hybrid equity securities, will generally produce a portfolio
with a lower level of volatility (i.e. variations in total return) than its
* 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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