Colonial FirstChoice Investments - Colonial Geared Global Property Securities
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|Colonial FirstChoice Investments - Colonial Geared Global Property Securities|
|Colonial First State Investments Limited|
|Equity Global Real Estate|
|(as at 31 Jan 2012)|
|30 Apr 2007|
|$4.37 million (as at 30 Jun 2014)|
|$0.2972 (as at 25 Jul 2014)|
|$0.2941 (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 Gl Real Estate Idx)
Market index (UBS Global Investors Ex AUS NR Hdg AUD)
Asset allocation (30 Jun 2014)
|Domestic Fixed Interest||0%|
|International Fixed Interest||0%|
Objectives and Strategy
|To maximise the total return to the investor by borrowing to invest in a broad selection of listed property-related investments from around the world. The option aims to outperform the UBS Global Investors Index over rolling seven year periods before fees and taxes.|
|The option invests in property securities around the world. These investments may include commercial, retail and industrial and, to a lesser extent, car parks, hotels, leisure properties and other property-related investments. Each security is ranked within each region according to valuation and qualitative measures. The option utilises gearing to magnify returns from underlying investments. The option aims to hedge its currency exposure.|
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|Indirect Cost Ratio (ICR)||4.25% (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
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* Dates for historical returns vary from fund to fund