Colonial First State Wholesale Alpha Plus - Core
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||Colonial First State Wholesale Alpha Plus - Core
||Colonial First State - FirstChoice Wholesale Investments (show all funds)
||Large Capitalisation / Blue Chip
||S&P/ASX 100 Accumulation Index
||To provide long-term capital growth with some income by investing predominantly in a broad selection of Australian companies, as well as taking short positions in order to invest more and expand investment returns
||This option’s strategy is to not seek any particular style bias, such as to
growth or value, but to consistently add value throughout the investment
cycle by taking advantage of mispricing by the market. Suitable companies
are identified by detailed fundamental research, including a high number of
company visits and a proprietary database to analyse company financials.
The option will aim to have a net long exposure of 100%. It will also aim to
short sell 30% of its net asset value and invest that amount in the long
portfolio to around 130% of the net asset value, in order to expand active risk
and seek higher long-term investment returns. Limits have been placed on
the option’s short exposure (between 10% and 50% of the net asset value)
and long exposure (between 110% and 150%). This option may use
derivatives to obtain market exposure. This option predominantly invests in
Australian companies and therefore does not hedge currency risk
* 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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