Colonial First State Geared Global Share Fund

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Fund Profile

Performance Chart

Historical Financial Year Performance

Historical Quarterly Performance

Fund Name:

Colonial First State Geared Global Share Fund

APIR:

FSF0169AU

Fund Manager:

Colonial First State - Managed Investment Funds (show all funds)

Region:

Global (ex Australia)

Sector:

Large Capitalisation / Blue Chip

Benchmark Index:

MSCI All Countries World Index ex Australia

Gearing:

Internally Geared Fund

Fund Type:

Retail Fund

Investment Objective:

To magnify long-term returns from capital growth by borrowing to invest in a broad selection of companies around the world.

Investment Strategy:

The option’s strategy is to add value by investing, over the medium-to-long term, in quality companies with sustainable earnings per share growth and sensible valuations. The option’s gearing effectively magnifies returns from the underlying investments, whether they are gains or losses. The option may partially hedge currency risk. The currency hedge undertaken can be between 0% (ie unhedged) and 50% (ie partially hedged). For further information on this geared investment option, refer to the PDS.

Margin Lenders:

Margin Lender	LVR	Website
ANZ Diversified Margin Loan	50%	ANZD
ANZ Margin Loan	40%	ANZ
Bank of Queensland Margin Lending	50%	BoQ
BT Margin Lending	50%	BT
Colonial Margin Lending	70%	Coln
Commonwealth Securities	70%	CSec
Macquarie Margin Loan	50%	Macq
St. George Margin Lending	65%	StG
Suncorp Margin Lending	65%	SunC

Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.

Performance data assumptions

Performance is calculated on an initial investment of $10,000 using entry price, with distributions reinvested using actual unit price. No tax or contribution fees have been deducted from the results. If your own investment was subject to contribution fees or if you did not reinvest distributions, your returns may be less than that shown. Your after-tax returns will also be less. Data is sourced directly from fund managers, but we offer no warranty as to the accuracy of the data, we suggest you verify the data from other sources before acting on the information on this site.

These charts show historical performance only and give no indication of future performance. This information is general in nature and does not take into account your personal circumstances, goals or investment objectives. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making any investment decisions.