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Colonial First State FirstChoice Wholesale Geared Growth Plus

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Fund Name: Colonial First State FirstChoice Wholesale Geared Growth Plus
APIR: FSF0969AU
Fund Manager: Colonial First State - FirstChoice Wholesale Investments (show all funds)
Region: Global (inc Australia)
Sector: General Equities
Gearing: Internally Geared Fund
Fund Type: Wholesale Fund
Investment Objective: To magnify long-term returns from capital growth by borrowing to invest in growth assets.
Investment Strategy: 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.
Margin Lenders:
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Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
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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