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Colonial FirstChoice Investments - Colonial Geared Share

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General Information
Fund Name Colonial FirstChoice Investments - Colonial Geared Share
Manager Colonial First State Investments Limited
APIR Code FSF0264AU  
Sector/Asset Class Equity Region Australia Large Geared  
Morningstar Rating More information...
Morningstar Recommendation Investment Grade More information...
Standard & Poor's Rating More information...
Legal Structure Investment Fund  
Fund Inception 13th May 2002
Fund Size $63.01 million (as at 30th Nov 2008) 
Entry Price $0.6048 (as at 2nd Jan 2009) 
Exit Price $0.5995 (as at 2nd Jan 2009) 
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Gearing Available  Margin Lending Available (40%)

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Fund Performance (as at 31st Dec 2008) 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.		 7 Year
% p.a.
Total Return -1.81 -35.32 -47.46 -65.1 -35.29 -16.89 6.05 -
Growth Return -1.81 -35.32 -47.46 -73.28 -48.31 -33.09 -9.76 -
Income Return 0.00 0.00 0.00 8.18 13.02 16.20 15.81 -
Morningstar Index
(Morningstar Peer Group Retail Invesment Trust Equity Australia Large Gear Index) More information...
Total Return -50.53 -39.07 -49.84 -66.33 -36.41 -17.89 2.72 0.04
Market Index
(S&P/ASX 200 Accumulation Index)
Total Return -0.28 -18.25 -26.79 -38.44 -15.47 -3.90 6.89 5.54


Asset Allocation (as at 31st Oct 2008) More information...
Domestic Shares 92.11%
International Shares 0%
Cash 4.47%
Listed Property 3.39%
Direct Property 0%
Domestic Fixed Interest 0%
International Fixed Interest 0%
Mortgage 0%
Other 0%
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Objectives and Strategy
Fund Objective To magnify returns via capital growth by investing in 'leading name' or 'blue chip' Australian companies on a geared basis. Minimum suggested investment timeframe is 6 years.
Fund Strategy Colonial First State strives to profit through the accumulation of securities in companies whose earnings are expected to grow at a greater rate than the domestic economy. This is known as Colonial First State's 'GDP-Plus' approach. Gearing is used to magnify returns from the investments (whether they are gains or losses) relative to the returns of comparable ungeared investment. Asset allocation ranges: Australian shares 80-100% and cash 0-20%.


Offer Information
Management Expense Ratio (MER) 3% (as at 30th Jun 2006)
Standard Entry Fee 4%
Entry Fee via InvestSMART 0%
Standard Exit Fee 0%
Exit Fee via InvestSMART 0%
Minimum Initial Investment $5,000
Minimum Additional Investments $500
Minimum Redemption Amount $500
Savings Plan Comments Minimum regular investment is $100 per month under the regular investment plan.
Redemption Comments (normally within 7 working days). Paid by cheque or to nominated Australian bank, building society or credit union account.

Top 10 Holdings (as at 31st Aug 2004)
Holding Type % of Portfolio
BHP Billiton Ltd Stock 11.37
Macquarie Bank Ltd Stock 8.70
Transurban Grp Stock 5.89
Publishing & Broadcasting Ltd Stock 5.55
Commonwealth Bank of Australia Stock 5.41
Australia & New Zealand Banking Grp Stock 5.14
Harvey Norman Hldgs Ltd Stock 4.78
Westpac Banking Stock 4.71
Alumina Ltd Stock 3.72
Sonic Healthcare Ltd Stock 3.54

Managed Fund data is supplied by Morningstar Research and Standard & Poor's Information Services and is subject to the following disclaimer. Managed fund unit prices are indicative only.
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