Already a member ? Log in Sign up for a FREE account! Home | Forums | Contact Us | Help/FAQs
Compare Managed Funds


Welcome to Compare Funds.

You are currently viewing our site as a guest which gives you limited access to our site features. By signing up for a free basic account, you will have access to additional features for finding and comparing funds, and will be able to post questions in the support forums and communicate with other site members. Registration is fast and simple, so please:
Sign Up Today » it's FREE!
If you have any questions or problems with the registration process or your account login, please contact support.

Colonial First State - Merrill Lynch Wholesale Monthly Income

Link to this page | Switch funds:

< previous fund - next fund >
Fund Name: Colonial First State - Merrill Lynch Wholesale Monthly Income
APIR: FSF0888AU
Fund Manager: Colonial First State - FirstChoice Wholesale Investments (show all funds)
Region: Australia
Sector: Fixed Interest / Income
Fund Type: Wholesale 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:
Margin LenderLVRWebsite


Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
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.
Advertisements


All times are GMT +10. The time now is 10:03 PM.

Powered by vBulletin® Version 3.8.8 Beta 4
Copyright ©2000 - 2017, vBulletin Solutions, Inc.

Site by Hampel Group