Colonial FirstChoice Investments - Perpetual Industrial Share
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|Colonial FirstChoice Investments - Perpetual Industrial Share|
|Colonial First State Investments Limited|
|Equity Australia Large Value|
|(as at 30 Apr 2013)|
|13 May 2002|
|$146.03 million (as at 30 Jun 2014)|
|$1.4201 (as at 28 Jul 2014)|
|$1.4145 (as at 28 Jul 2014)|
Fund performance (30 Jun 2014) NOTE : returns for periods greater than 1 year are annualised
Morningstar index (Mstar PG ITr Equity Aus Large Val Idx)
Market index (S&P/ASX 200 TR AUD)
Asset allocation (30 Jun 2014)
|Domestic Fixed Interest||0%|
|International Fixed Interest||0%|
Objectives and Strategy
|To provide long-term capital growth and regular income through investment in quality Australian industrial shares. The option aims to outperform the S&P/ASX 300 Industrials Accumulation Index over rolling three-year periods before fees and taxes.|
|Perpetual researches companies of all sizes using consistent share selection criteria. Perpetual's priority is to select those companies that represent the best investment quality and are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four key investment criteria: conservative debt levels, sound management, quality business, and recurring earnings. Derivatives may be used in managing the option.|
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|Indirect Cost Ratio (ICR)||1.88% (as at 19 May 2014) (Estimated)|
|Minimum initial investment||$5,000.00|
|Minimum additional investments|
|Minimum redemption amount|
Top 10 holdings (as at 31 Aug 2005)
|Holding||Type||% of Portfolio|
|Login now to view the complete list of holdings.|
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