Colonial FirstChoice W Inv - FirstChoice W Growth
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Fund performance (30 Jun 2014) NOTE : returns for periods greater than 1 year are annualised
Morningstar index (Mstar PG ITr Multisector Growth Idx)
Market index (Morningstar Aus Msec Growth TR AUD)
Asset allocation (30 Jun 2014)
|Domestic Fixed Interest||7.56%|
|International Fixed Interest||9.59%|
Objectives and Strategy
|To provide long-term capital growth with less fluctuations of returns than 'high growth' investment options. To outperform the option's composite benchmark over rolling three-year periods before fees and taxes.|
|To allocate 80% of investments to growth assets such as shares, property and infrastructure securities and 20% to defensive assets such as fixed interest and cash. In order to provide additional diversification, the portfolio is allocated across a number of leading investment managers. The portfolio aims to hedge currency risk except for the allocation to emerging market shares and part of the allocation to global shares.|
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|Indirect Cost Ratio (ICR)||1.03% (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