Colonial First State - Goldman Sachs JBWere Income Plus
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||Colonial First State - Goldman Sachs JBWere Income Plus
||Colonial First State - FirstChoice Investments (show all funds)
||Fixed Interest / Income
||To provide regular income and to achieve medium-to-long-term capital
growth by investing in a range of cash, money market products, domestic
fixed interest and high yielding investments.
||The option’s manager uses a ‘diversified income’ approach when
managing the option, which combines three key elements: a broad set of
strategies or ‘multiple asset approach’; strong sector management and
security selection; and an active risk management and asset allocation.
These elements are used to provide multiple sources of returns, while
managing the down-side risk. Derivatives may be utilised to leverage the
option's fixed interest assets, causing the risk exposure to be a multiple of
the value of the assets.
* 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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