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Colonial First State - Macquarie Wholesale Income Opportunities

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Fund Name: Colonial First State - Macquarie Wholesale Income Opportunities
Fund Manager: Colonial First State - FirstChoice Wholesale Investments (show all funds)
Region: Australia
Sector: Fixed Interest / Income
Fund Type: Wholesale Fund
Investment Objective: 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
Investment Strategy: 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
Margin Lenders:
Margin LenderLVRWebsite

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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