Colonial First State - Challenger Property Securities
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||Colonial First State - Challenger Property Securities
||Colonial First State - FirstChoice Investments (show all funds)
||Property (Listed and/or Unlisted)
||S&P/ASX 200 Property Trusts
||To outperform the S&P/ASX 300 Property Accumulation Index over rolling
three year periods while providing a quarterly income stream and some
capital growth over the medium term.
||Challenger believes to add value to investment portfolios, a combination
of top-down macroeconomic and bottom-up company specific research
and analysis is required. Challengerís investment approach identifies the
major trends in the economy, and looks at how these trends will influence
financial and property markets. By analysing both global and domestic
economic prospects, Challenger aims to position investment portfolios to
take advantage of future economic developments. The level of exposure
to a sector (for example retail or office) is based on their top-down
business cycle and property market analysis, combined with bottom-up
company analysis. Challengerís bottom-up fundamental analysis allows
them to identify those stocks that they expect will deliver superior
performance over the medium to long term. The final portfolio reflects the
best bottom-up ideas and top-down analysis, meeting the Fundís
philosophy and investment criteria.
* 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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