Colonial First State - Generation Wholesale Global Sustainability
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||Colonial First State - Generation Wholesale Global Sustainability
||Colonial First State - FirstChoice Wholesale Investments (show all funds)
||Global (ex Australia)
||MSCI All Countries World Index ex Australia
||To deliver superior investment performance by taking a long-term
investment view and integrating sustainability research within a rigorous
fundamental equity analysis framework.
||The option’s strategy is to invest in high quality businesses, whose
securities are attractively priced, with strong management teams that are
capable of delivering superior long term returns. A crucial element of this
sustainable investing strategy is to select companies that demonstrate
practices and processes that will sustain their profits in a changing,
challenging environment. Sustainable investing is the explicit recognition
that economic, health, environmental, social and governance factors
directly affect long-term business profitability. The option will invest in
between 25 and 60 companies. Whilst hedging may be used to manage
currency exposures against the relevant benchmark (MSCI World ex-
Australia Index (AUD)), overall currency exposure will not be hedged
back into Australian dollars.
* 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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