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Colonial FirstChoice Investments - Colonial Geared Global Share

Colonial FirstChoice Investments - Colonial Geared Global Share

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General Information
Fund Name Colonial FirstChoice Investments - Colonial Geared Global Share
Manager Colonial First State Investments Limited
APIR Code FSF0265AU  
Sector/Asset Class Equity World Other  
Morningstar Rating Not Rated More information...
Morningstar Recommendation Login now to view this recommendation. More information...
Standard & Poor's Rating More information...
Legal Structure Investment Fund  
Fund Inception 13th May 2002
Fund Size $3.62 million (as at 31st Mar 2012) 
Entry Price $0.4151 (as at 21st May 2012) 
Exit Price $0.4119 (as at 21st May 2012) 
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Fund Performance (as at 30th Apr 2012) More information... NOTE : returns for periods greater than 1 year are annualised
  1 Month
%		 3 Month
%		 6 Month
%		 1 Year
% p.a.		 2 Year
% p.a.		 3 Year
% p.a.		 5 Year
% p.a.		 10 Year
% p.a.
Total Return -1.98 10.94 14.99 1.14 1.61 6.59 -10.16 -
Growth Return -1.98 10.94 14.99 1.14 1.61 6.59 -10.17 -
Income Return 0.00 0.00 0.00 0.00 0.00 0.00 0.01 -
Morningstar Index
(Mstar PG ITr Equity World Other Idx) More information...
Total Return -1.43 6.54 9.06 0.33 1.66 7.69 -4.28 -1.58
Market Index
(MSCI World NR AUD)
Total Return -1.62 7.22 9.60 0.25 0.42 2.93 -6.07 -1.76


Asset Allocation (as at 30th Apr 2012) More information...
Domestic Shares 0%
International Shares 97.7824%
Cash 2.2176%
Listed Property 0%
Direct Property 0%
Domestic Fixed Interest 0%
International Fixed Interest 0%
Mortgage 0%
Other -0.0001%
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Objectives and Strategy
Fund Objective To magnify long-term capital growth by borrowing to invest in a portfolio of stocks from around the world.
Fund Strategy This option invests in a focused selection of companies that exhibit positive attributes such as attractive valuation, a robust business model, a capable management team and abundant growth opportunities. The option's gearing effectively magnifies returns from the underlying investments, whether they are gains or losses. The option may hedge up to 100% of the currency exposure relating to the borrowings of the option and between 0% (ie unhedged) and 50% (ie partially hedged) of investors' capital.

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Offer Information
Entry Fee via InvestSMART 0%
Standard Entry Fee 4%
Indirect Cost Ratio (ICR) 2.64% (as at 30th Jun 2011) (Estimated)
Minimum Initial Investment $5,000
Minimum Additional Investments $0

MorningstarThe 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


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