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Colonial FirstChoice Personal Super - Platinum International

Colonial FirstChoice Personal Super - Platinum International

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General Information
Fund Name Colonial FirstChoice Personal Super - Platinum International
Manager Colonial First State Investments Limited
APIR Code FSF0415AU  
Sector/Asset Class Equity World Large Value  
Morningstar Rating  (as at 31st Dec 2011) More information...
Morningstar Recommendation Login now to view this recommendation. More information...
Standard & Poor's Rating Not Rated More information...
Legal Structure Superannuation Fund  
Fund Inception 28th Feb 2003
Fund Size $247.41 million (as at 31st Dec 2011) 
Entry Price $1.4661 (as at 2nd Feb 2012) 
Exit Price $1.4559 (as at 2nd Feb 2012) 
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Fund Performance (as at 31st Jan 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 3.04 0.79 -5.34 -14.72 -6.93 -1.63 -1.96 -
Growth Return 3.04 0.79 -5.34 -14.72 -6.93 -1.63 -1.96 -
Income Return 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -
Morningstar Index
(Mstar PG Sup Equity World Large Val Idx) More information...
Total Return 0.54 1.26 -7.74 -9.27 -6.75 -3.23 -7.58 -3.14
Market Index
(MSCI World Ex Australia NR AUD)
Total Return 1.17 2.32 -0.80 -9.08 -1.71 -2.26 -7.86 -3.22


Asset Allocation (as at 31st Dec 2011) More information...
Domestic Shares 0%
International Shares 88.2429%
Cash 11.7572%
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 provide capital growth over the long term through searching out undervalued listed (and unlisted) investments around the world.
Fund Strategy The option primarily invests in global listed securities. The portfolio will ideally consist of 100 to 200 securities that the manager believes to be undervalued by the market. Cash may be held when undervalued securities cannot be found. The manager may short sell securities that are considered to be overvalued. The portfolio will typically have 50% or more net equity exposure. Derivatives may be used for risk management and for opportunities to increase returns, the effective exposure will not exceed 150% of the portfolio's value

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Offer Information
Entry Fee via InvestSMART 0%
Standard Entry Fee 4%
Indirect Cost Ratio (ICR) 2.47% (as at 30th Jun 2011) (Estimated)
Minimum Initial Investment $1,500
Minimum Additional Investments $0
Minimum Redemption Amount $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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