Colonial First State - FirstChoice Geared Growth Plus
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||Colonial First State - FirstChoice Geared Growth Plus
||Colonial First State - FirstChoice Investments (show all funds)
||Global (inc Australia)
||Internally Geared Fund
||To magnify long-term returns from capital growth by borrowing to invest in growth assets.
||To allocate 90% of investments to a diversified portfolio of shares,
property and infrastructure securities. In order to provide further
diversification, the portfolio is allocated across a number of leading
investment managers. The portfolio will also allocate 10% to investments
designed to generate additional income and to further diversify returns.
Income from investments is used to pay the costs of gearing. The
portfolio’s gearing effectively magnifies returns from the underlying
investments, whether they are gains or losses. The allocations to
emerging market shares and part of the allocation to global shares will not
be hedged back to the $A.
* 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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