Colonial First State - Challenger High Yield
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||Colonial First State - Challenger High Yield
||Colonial First State - FirstChoice Investments (show all funds)
||Fixed Interest / Income
||Closed to new investors
||To outperform both the UBS Australia Bank Bill Index and the UBS
Australia Composite Bond Index (All Maturities) over any 12-month
||The manager adopts an active approach to managing the option through
active participation in fixed interest and hybrid securities markets.
Considerable effort is used to assess the investment potential of rated
and unrated fixed interest and hybrid securities. The manager maintains a
solid research base and draws information from a wide variety of sources,
such as the media, brokers, company visits, ratings agencies, in-house
research and central bank commentaries. The manager adopts a
threestep process of analysis when making investments: macroeconomic
assessment; research and valuation analysis; and risk management. The
manager will hedge any currency risk arising from the investments.
* 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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