Colonial First State - Macquarie Wholesale Income Opportunities
Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
||Colonial First State - Macquarie Wholesale Income Opportunities
||Colonial First State - FirstChoice Wholesale Investments (show all funds)
||Fixed Interest / Income
||To generate income by investing in the full spectrum of domestic credit based securities, with the potential to invest in global credit based securities. The option aims to provide higher income returns than traditional cash investments and has some volatility over short time periods
||The option seeks to add value consistently through interest rate and economic
cycles and is able to invest across the full spectrum of domestic and global credit
investments. These include asset backed securities, hybrid securities, domestic
and global corporate debt, global high yield and emerging market debt. The
option invests in a core income portfolio and takes an opportunistic approach to
investing in satellite sectors. Generally, exposures will be in floating rate
securities or converted to floating rate exposures through the use of derivatives
such as swaps and futures. All investments in offshore sectors are hedged back
into Australian dollars. The manager may use derivatives to implement long short
credit strategies. The effective aggregate exposure of long derivative credit
positions and credit securities will not exceed 130% of the portfolio’s value. The
effective net exposure, including long and short credit positions, is limited to
100% of the portfolio’s value
* 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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