Colonial First State - DWS Wholesale Global Equity Thematic
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||Colonial First State - DWS Wholesale Global Equity Thematic
||Colonial First State - FirstChoice Wholesale Investments (show all funds)
||Global (ex Australia)
||MSCI All Countries World Index ex Australia
||The investment objective is to outperform the MSCI World (ex Australia) Index (in Australian dollar terms, after fees and net dividends reinvested), over rolling three-year periods by investing in securities listed on a range of
||DWS’s thematic investment philosophy is based on the belief that there is
one global economy and the best investment ideas know no national
boundaries. This philosophy translates into a thematic approach that
identifies early on the major secular, cyclical and structural influences on the
world’s economies and stock markets. These social, economic, industrial or
demographic themes determine the strategic direction of the option. The
investment style is a research-driven, top-down/bottomup approach where
the top-down aspect is thematic rather than geographic. This option does not
hedge currency risk.
* Statistics exclude both first and current (incomplete) financial year
# Click on a year to jump to its chart
* Statistics exclude both first and current (incomplete) quarter
# Click on a quarter to jump to its chart
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.
All times are GMT +10. The time now is 05:13 AM.