asset_category: 21-40% Growth Assets - Multi-Manager
peer_benchmark: Multi-Asset - 21-40% Multi-Manager Index
broad_market_index: Multi-Asset Moderate Investor Index
manager_contact_details: Array
ticker: FSF0486AU
release_schedule: NO COMMENTARY
fund_features:
CFS FirstChoice Wholesale Conservative Fund aims to provide relatively stable returns over the medium term with the potential for some long-term capital growth. The Fund seeks to outperform the option’s composite benchmark over rolling three-year periods before fees and taxes.
- To allocate 70% of investments to defensive assets such as fixed interest and cash to provide the portfolio with relatively stable returns.
- 30% of the portfolio is allocated to growth assets, such as shares, property and infrastructure securities, to provide the potential for capital growth.
- The portfolio aims to hedge currency risk except for the allocation to emerging market shares and part of the allocation to global shares.
structure: Managed Fund