asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: FSF0008AU
release_schedule: Monthly
structure: Managed Fund
commentary_block:
factsheet_url:
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fund_features:
Colonial First State Wholesale Diversified Fund aims to provide long-term capital growth. The option aims to outperform the composite benchmark over rolling 3 year periods before fees and taxes. The option’s broad asset allocation is to be 70% invested in growth assets (shares and property and global infrastructure securities) and 30% in defensive assets (fixed interest and cash).
- Allocations are reviewed regularly although a reallocation is only considered in response to a fundamental change in long‑term expectations or market demand.
- The option aims to add value through a disciplined approach to the selection of the investments held by the option. Derivatives may be used for risk management.
- The option may hedge some or all of its currency exposure.