Already a member ? Log in

Welcome to Compare Funds.

You are currently viewing our site as a guest which gives you limited access to our site features. By signing up for a free basic account, you will have access to additional features for finding and comparing funds, and will be able to post questions in the support forums and communicate with other site members. Registration is fast and simple, so please:

Sign Up Today » it's FREE!

If you have any questions or problems with the registration process or your account login, please contact support.

Colonial First State - AXA Global Equity - Growth

Link to this page | Switch funds:

< previous fund - next fund >

Fund Profile

Performance Chart

Historical Financial Year Performance

Historical Quarterly Performance

Fund Name:

Colonial First State - AXA Global Equity - Growth

APIR:

FSF0247AU

Fund Manager:

Colonial First State - FirstChoice Investments (show all funds)

Region:

Global (ex Australia)

Sector:

General Equities

Benchmark Index:

MSCI All Countries World Index ex Australia

Fund Type:

Retail Fund

Investment Managers:

AXA

Investment Objective:

To provide long-term capital growth and to outperform the MSCI World (ex Australia) Index (net dividends reinvested), in Australian dollar terms, after costs and over rolling five-year periods.

Investment Strategy:

The option uses a bottom-up, growth style investment strategy, focusing on individual stock merit within industries as the basis of selection with country exposure considered as a by-product of the selection process, and also identifying companies with the potential to provide strong capital growth. Currency hedging may be used at times.

Margin Lenders:

Margin Lender	LVR	Website
Bank of Queensland Margin Lending	70%	BoQ
BT Margin Lending	75%	BT
Leveraged Equities	70%	LevE
Macquarie Margin Loan	70%	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.