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Colonial FirstChoice Investments - ING Australian Share

Colonial FirstChoice Investments - ING Australian Share

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General Information
Fund Name Colonial FirstChoice Investments - ING Australian Share
Manager Colonial First State Investments Limited
APIR Code FSF0236AU  
Sector/Asset Class Equity Australia Large Blend  
Morningstar Rating  (as at 30th Apr 2012) More information...
Morningstar Recommendation Login now to view this recommendation. More information...
Standard & Poor's Rating Not Rated More information...
Legal Structure Investment Fund  
Fund Inception 13th May 2002
Fund Size $10.82 million (as at 31st Mar 2012) 
Entry Price $0.8124 (as at 21st May 2012) 
Exit Price $0.8092 (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 0.86 5.64 6.75 -3.32 0.71 9.15 -2.75 -
Growth Return 0.86 5.15 5.61 -5.09 -0.69 7.18 -9.54 -
Income Return 0.00 0.49 1.14 1.77 1.40 1.97 6.79 -
Morningstar Index
(Mstar PG ITr Equity Aus Large Bld Idx) More information...
Total Return 1.04 4.43 4.14 -5.01 -1.02 8.55 -2.70 6.43
Market Index
(S&P/ASX 200 TR)
Total Return 1.43 4.63 4.69 -4.44 -0.03 9.78 -2.32 7.28


Asset Allocation (as at 31st Mar 2012) More information...
Domestic Shares 93.4793%
International Shares 0%
Cash 5.2685%
Listed Property 1.2522%
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 provide gross returns in excess of the S&P/ASX 300 Accumulation Index over rolling periods of three or more years.
Fund Strategy The option invests in a diversified range of securities listed on the Australian Securities Exchange, which may include shares, convertible securities and units in listed property trusts. The investment strategy focuses on identifying companies with underpriced earnings and cash flow growth.

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Offer Information
Entry Fee via InvestSMART 0%
Standard Entry Fee 4%
Indirect Cost Ratio (ICR) 1.85% (as at 30th Jun 2011) (Estimated)
Minimum Initial Investment $5,000
Minimum Additional Investments $0

Top 10 Holdings (as at 31st May 2011)
Holding Type % of Portfolio
BHP Billiton Limited Stock 12.64
Login now to view the complete list of holdings.

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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