Colonial FirstChoice Investments - SG Hiscock Property Securities
Welcome to InvestSMART
You are currently viewing our site as a guest, which gives you limited access to our site features. By signing up for a free membership, you will receive our Investment Opportunity newsletters and have access to additional features for finding and comparing managed funds and shares. Registration is fast and simple, so please:Log in now Sign up for Free
|Colonial FirstChoice Investments - SG Hiscock Property Securities|
|Colonial First State Investments Limited|
|Equity Australia Real Estate|
|(as at 29 Feb 2012)|
|30 Apr 2007|
|$1.6 million (as at 30 Jun 2014)|
|$0.6002 (as at 25 Jul 2014)|
|$0.5978 (as at 25 Jul 2014)|
Fund performance (30 Jun 2014) NOTE : returns for periods greater than 1 year are annualised
Morningstar index (Mstar PG ITr Equity Aus Real Estate Idx)
Market index (S&P/ASX 200 A-REIT TR)
Asset allocation (30 Jun 2014)
|Domestic Fixed Interest||0%|
|International Fixed Interest||0%|
Objectives and Strategy
|To outperform S&P/ASX 300 A-REIT Accumulation Index over rolling three year periods before fees and taxes while providing a quarterly income stream and some capital growth over the medium term.|
|SG Hiscock believes that to add value to investment portfolios, a combination of fundamental analysis of 'top-down' macroeconomic influences and 'bottom-up' company-specific research, analysis and valuation is required. Its investment approach assesses every security from both a fundamental and a valuation perspective. SG Hiscock identifies the major trends in the global and domestic economies, and looks at how these trends influence each individual security.|
Be rewarded for investing!
Recently, the federal government introduced a package of reforms known as the Future of Financial Advice - FoFA for short. Among other things, the package bans trailing fees and other commissions for new investments in retail investment products from 1 July 2013. That's good news for investors!
Unfortunately, the reforms don't cover existing investments - so even after 1 July 2013, you could find yourself paying hidden commissions on managed funds. That means TrailCap can still save you money.
|Indirect Cost Ratio (ICR)||1.78% (as at 19 May 2014) (Estimated)|
|Minimum initial investment||$5,000.00|
|Minimum additional investments|
|Minimum redemption amount|
The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au
© Copyright Morningstar Australasia Pty Ltd 2009 ABN 95 090 665 544 (Morningstar), AFSL 240892. (a subsidiary of Morningstar, Inc.). This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written content of Morningstar. Some of the material provided is published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO").
Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.
* Dates for historical returns vary from fund to fund