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Colonial First State - BlackRock Monthly Income
| Fund Name: |
Colonial First State - BlackRock Monthly Income |
| APIR: |
FSF0871AU |
| Fund Manager: |
Colonial First State - FirstChoice Investments (show all funds) |
| Region: |
Australia |
| Sector: |
Cash |
| Fund Type: |
Retail Fund |
| Investment Managers: |
BlackRock |
| Investment Objective: |
To generate monthly income significantly in excess of that available from
short-term money market securities and cash rates. The Fund aims to
achieve up to 1.70% p.a. in excess of the UBS Australia Bank Bill Index
before fees over the medium term (3 years). |
| Investment Strategy: |
The investment objective is pursued primarily through the management
of credit exposure using research-based knowledge, fundamental credit
analysis and the requisite skill base to identify securities with superior riskadjusted
return characteristics in both the domestic and international debt
markets. BlackRock Investment Management (Australia) Limited is the
investment manager of this option. |
| Margin Lenders: |
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Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
Period:
| Financial Year:
| Quarter:
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* 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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