General Information

CFS FC W Pen-FirstRate Term Dep (7yr)
Colonial First State Investments Limited
FSF1641AU
Australian Cash
Not Rated
Allocated Pension
19 May 2014
$1.32 million (as at 30 Nov 2017)
n/a
n/a

Fund performance

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 - - - - - - - -
Growth return - - - - - - - -
Income return - - - - - - - -

Market index (RBA Bank accepted Bills 90 Days)

Total return 0.14 0.42 0.85 1.74 1.89 2.02 2.31 3.55
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Fund Performance Comparison

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Asset Allocation

Australian Equities 0%
International Equities 0%
Cash 100%
Property 0%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide positive interest income at a fixed rate for the relevant term and very low risk by depositing funds with Commonwealth Bank of Australia.
To invest in a fixed rate term deposit product offered by Commonwealth Bank of Australia. Current interest rates for FirstRate Wholesale Term Deposits are available on the Colonial First State website or by contacting us.

Offer information

Indirect Cost Ratio (ICR) 0% (as at 22 May 2017) (Estimated)
Minimum initial investment $20,000
Minimum additional investments

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Data shown on this website is sourced by Morningstar
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