asset_category: 41-60% Growth Assets - Diversified
peer_benchmark: Multi-Asset - 41-60% Diversified Index
broad_market_index: Multi-Asset Balanced Investor Index
manager_contact_details: Array
ticker: FSF0040AU
release_schedule: NO COMMENTARY
fund_features:
Colonial First State Wholesale Balanced Fund aims to provide long-term capital growth and income. The option aims to outperform the composite benchmark over rolling three year periods before fees and taxes. The option’s broad asset allocation is to be 50% invested in growth assets (shares and property securities) and 50% 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.
structure: Managed Fund