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Colonial FirstChoice Investments - Magellan Global

Colonial FirstChoice Investments - Magellan Global

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General Information
Fund Name Colonial FirstChoice Investments - Magellan Global
Manager Colonial First State Investments Limited
APIR Code FSF1204AU  
Sector/Asset Class Equity World Large Blend  
Morningstar Rating Not Rated 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 11th Apr 2011
Fund Size $10.18 million (as at 31st Mar 2012) 
Entry Price $1.1819 (as at 21st May 2012) 
Exit Price $1.176 (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 0.33 12.69 15.73 18.48 - - - -
Growth Return 0.33 12.69 15.73 18.17 - - - -
Income Return 0.00 0.00 0.00 0.31 - - - -
Morningstar Index
(Mstar PG ITr Equity World Large Bld Idx) More information...
Total Return -1.80 6.91 9.05 -1.07 -0.35 3.08 -6.40 -1.97
Market Index
(MSCI World Ex Australia NR AUD)
Total Return -1.73 7.33 9.83 0.50 0.48 2.72 -6.20 -1.96


Asset Allocation More information...
Domestic Shares 0%
International Shares 0%
Cash 0%
Listed Property 0%
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 offer investors an opportunity to invest in a specialised and focused global equity option. Magellan has two primary investment objectives - to achieve superior risk-adjusted investment returns over the medium-to-long term and to minimise the risk of permanent capital loss.
Fund Strategy Magellan aims to find outstanding companies at attractive prices. Magellan considers outstanding companies to be those that have sustainable competitive advantages which translate into returns on capital materially in excess of their cost of capital for a sustained period of time. Magellan will endeavour to acquire these outstanding companies at a discount to its assessment of the intrinsic value of the companies. The portfolio will consist of 20 to 40 investments. This option does not hedge currency risk.

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Offer Information
Entry Fee via InvestSMART 0%
Minimum Initial Investment $5,000

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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